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- Work Flow Tool / View: Filter jobs by a specific work flow tool and view.
- Region/Division: Filter jobs by region/division.
- Major Stage: Filter jobs by major stage.
- Sale Type: Filter jobs by sale type.
- Team: Filter jobs by team.
- Job Status: Filter jobs by job status.
- Administrator: Filter jobs by administrator.
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Select [All] to select all options in a filter. |
Due to the large amount of information included for each job, the horizontal scroll bar is used to view all details for the work flow.
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- From the top of the screen, select the required filter options.
- Click Refresh. The Jobs list will be updated.
- From the Jobs list, select a job.
- Click Edit. The Forecast Site Approvals dialog will be displayed.
- Edit the details.
- Click OK. The dialog will close.
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| Tip |
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The Notes section of the Forecast Site Approvals dialog and Work Flow Tools screen are CRM Comments created by the Forecast Site Approvals Department. |
Changing The Current Job
To further review information and to add comments for a selected job, the current job that is displayed in the context bar can be changed.
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