Create a New Opportunity

Create a New Opportunity

Introduction:
There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). Creating a new opportunity when the current opportunity has been closed out (e.g. customer is interested in a new job or claim).


Mobile App

First step: Find an Asset
  1. Select the Opportunity tab
  2. Tap Create Opportunity
  3. Fill out info and tap Create to save




Desktop App

First step: Find an Asset through the Maps tab
  1. Select the Opportunity tab
  2. Click Create Opportunity
  3. Fill out info and click Create to save



    • Related Articles

    • Edit Current Opportunity Details

      Edit a current opportunity's details when you need to update the current job or claim.There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). An asset's ...

    • Create New API Key

      Browser App Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Select API Keys Click Create New API Key Fill out form: Name: Add a title Select Application: Choose which app to integrate with Select Scopes: Choose to ...

    • Create a New Password

      Below are the steps of updating your password in the mobile and browser app. Mobile App Along the bottom bar, select More tab indicated by three dots Tap Settings Select Security Fill out New Password Password must include all of the following: 8 ...

    • Create Custom Roles

      Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...

    • Create a Contact

      Mobile App Create a Stand Alone Contact  Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...