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The Pre-Administration Overview screen presents data relating to the sale of a job, including the sales person and location and the ability to create a sales advice appointment.
Pre-Administration Forecasting
The Pre-Administration Forecasting screen is used to calculate baseline, best possible, and progress forecasts from actual dates to track the movement of a job through the pre-administration stage. Forecasts are created by applying a pre-determined template containing allowances.
Procedures
Applying A Pre-Administration Template
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