Step By Step
Navigate to the Opportunity page
CLICK on CREATE CAD PROJECT
It is recommended that you complete this step after making your intro call to the customer so that you are prepared for the consultation. You need to download the file while on Wi-Fi.
The file will pop up in your downloads and at this point you can move it to your Desktop, grab it from your downloads folder later, or retrieve it from wherever you have directed your CAD files to save to.
