CRM & Opportunity Management How To Documents

Opportunity Stages and Use
Stage Opportunity Status Description 01-Qualified Lead Open Lead that has been converted to a viable Opportunity. 02-Go/P-Code Open Allocatin...
Wed, Sep 23, 2020 12:34 PM
Lead and Opportunity Grid Guide
The Lead and Opportunity Grids are sortable and filterable. Please see the attached excel document to review the following information: What the fields ...
Wed, Sep 23, 2020 12:22 PM
How to Create a Work Order (Task Order) Opportunity
By creating individual work order opportunities attached to the Master On-Call contract, you can easily see the number and value of all work orders associat...
Thu, Sep 24, 2020 8:48 AM
What I Need to Know: On-Call Opportunities
Please review the attached document to learn when and why to use On-Call Opportunities, how to enter On-Call Master Opportunities and Work Order (Task Order...
Thu, Sep 24, 2020 9:18 AM
What I Need to Know: Prequalification Tracking
Prequalification allow you to track prequals that you have submitted to K-12 and Higher Education Districts and Public Clients and when they are due to expi...
Thu, Sep 24, 2020 9:13 AM
What I Need to Know: Master/Sub Opportunities
By creating individual Sub Opportunities, you can easily see the number and value of all Sub Opportunities associated with the main opportunity. The Sub Opp...
Thu, Sep 24, 2020 9:18 AM
How to Enter a New Property
Properties is a separate module that you can easily navigate through on the module menu. The Properties module allows you to capture details about a specifi...
Thu, Sep 24, 2020 9:51 AM
How to Update a Contact
Company Changes Use Move Contact when the Contact has moved to another company. Choosing this option will allow you to search for the new company and will...
Thu, Sep 24, 2020 11:19 AM
How to: Clients with NDAs
Cosential Company Records for Corporate Service and Other Clients we have Non-Disclosure Agreements with  Company Records  Within company records in...
Thu, Sep 24, 2020 1:04 PM
Unanet CRM for Outlook - New Feature Guide
Review how to set up your Unanet CRM (Cosential) Outlook add-in and learn about all the available features. 
Mon, May 2, 2022 7:50 AM