Follow Lena Walsh's inspection inquiry
One homeowner across customer history, sales, delivery and billing. Business effects are simulated.
Open Lena's opportunity in Pipeline. Set the owner and next action, inspect the offer in Proposals, and mark the job won when you intend to start delivery.
Explore any step. The fixtures include several jobs at different stages; this guide does not mark work complete.
Pipeline
See where each opportunity stands and decide how to move it forward.
Start here: Open the opportunity you want to move forward and check its stage and next step.