How to create your first opportunity (aka estimate).
There are a few paths to creating an opportunity.
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From your customer’s record
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Using the Planner pages
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From the left side "toolbar" column (add new)
From your customer’s record
Once you search and locate your customer record you will click on the Opps tab inside your customer record (as shown in the attachment below). To create a new opportunity you will click on the green [New Opportunity] button
Using the Planner pages
Got to you calendar, dispatch, or resources page and double-click on a day/time. Or click and drag to choose an event duration
Add New button on the left side toolbar
From here, you can add new jobs, customers, and opportunities.
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