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Field Project & Service Management
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Field Project & Service Management
Start Here
Create Opportunities
Convert to Project
Project Tasks and WO
Service Work Orders
Manage Work Order Billing
Final Settings
Home
CRM
Opportunities
Won
Lost
Sales Dashboard
Clients
Projects
Service
Billing
My Tasks
Archive
Completed ToDo's
Completed Project Tasks
Completed Service
Completed Projects
Database
Clients DB
Sites DB
Opportunities DB
Projects DB
Project Tasks DB
Service DB
Variables DB
Rates DB
ToDo DB
Users DB
Email templates
Payment Request
Payment Request Data
Start Here
Convert to Project
Convert to Project
The next step is to WIN an Opportunity and CONVERT it to a project
This is how you win and convert an Opportunity:
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Project Tasks and WO
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