Go to your Opportunity page, CLICK Designs Tab or Designs Quick Link
You will see Design(s) that you have uploaded from the Upload to Salesforce button in the Job Manager of CadPro (You may need to refresh your Salesforce screen)
Within the Designs tab or Designs Quick Link, you will see the following details:
Design Name | Ops 2.0 Desc. | CAD Notes | Grand Total | Type | Selected | Dash Status| Contract Status
Note
You will need to scroll all the way to the right to see all the tab details
Click the arrow down to bring the recent version to the top
4. When you’re in your Design(s) details you’ll be able to:
See/Click into Design URL | Edit CAD Notes Desc | Upload Design to Dash | Edit Design’s Ops 2.0 Desc
5. CLICK on the Spaces Tab to view the details of each space(s) within the Design
6. Click on Line Items tab to see Manual Line Items added or CAD Essentials added
* Please Note any additional DISCOUNTING outside of CAD will have to be approved and entered by your Local Sales Manager prior to creating a Proposal or Contract