Create a New Job Overview and Topics
There are four methods of creating a new Job in SedonaOffice. Click on the links below for each job creation method. Creating a Job when converting a Prospect Opportunity into a Customer/Job - Process begins in Sales Management Creating a Job...
Creating a Job from a Prospect
Jobs are created for Prospects by "resolving" an Opportunity for the Prospect. If the Prospect is an existing Customer, do not use this Job creation method. In the SedonaOffice Sales Management module, resolve the Opportunity, inactivate the Pr...