Swinerton Support

Stage Opportunity Status Description 01-Qualified Lead Open Lead that has been converted to a viable Opportunity. 02-Go/Bid Job # Open Alloca...

The Lead and Opportunity Grid is sortable and filterable. Please see the attached excel document to review the following information: What the fields on...

Time-Stamped Notes are a great way to keep track of important updates and provide a layer of visibility for teammates regarding an Opportunity's status....

Following the steps outlined below, you will be able to quickly add or change staff by using the Pipeline widget and Opportunity Grid.  Step 1: Ensure...

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...

Please review the attached document to learn how to manage your Self-Perform 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...

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...

Please review the attached guide to learn the difference between Client, Owner, and Owner's Rep. The guide also shares specific uses cases to better und...

Unanet CRM Company Records for Corporate Service and Other Clients we have Non-Disclosure Agreements with  Company Records  Within company records i...