How do I notify or assign an Opportunity to an Employee for follow-up?

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• What is the difference between a Lead and an Opportunity?

  Leads are contacts that are created to follow up on potential Leads that might turn into a Customer in the future. These will go to the Directory as a contact. Opportunity on the other hand, is a precursor to a Project. They are not a contact but it ...

• How do I assign a To-Do and notify them automatically?

  Once a To-Do is created and the person is assigned to that To-Do, a notification is automatically sent to the user so that they could start working on it.

• What happens to the associated estimates of the opportunity once it gets converted?

  Once the Opportunity gets converted to a Project, the Estimate created automatically gets assigned to the Project and remains to be connected to the Project that just got converted.

• How do I create an Estimate and link it to the Opportunity record?

  Estimates can be created from Opportunities and that automatically assigns it. To do this, go to the Menu and select Opportunities and open the Opportunity in question. Once here, scroll down to the bottom right to the Actions drop down and choose ...

• How to make an employee a user?

  Making an employee a User is as easy. From the web panel, go to: Menu > Directory > Employees > Select the Employee > click on App Access checkbox on the right and assign them a username and an email address and a Role. You can define the Roles (what ...