Notes are general updates on opportunity. Notes can be created by executives and by system itself.
To create a new note you should be on the project page for which you want to add a note.
For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to [...]
After the task is completed you update task created in On2Biz. This can be done in simple 2 steps.
1. List all tasks.
2. Update task.
Step 1: List all Pending Tasks.
To list all Pending Tasks click on “Pending Tasks” and you will get a list of all the tasks pending. Following is the screen which shows list [...]
To create a new appointment you should be on the project page for which you want to create a Task.
For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.
Click on Activities link from Quick Navigation Link.
You will be taken to activities section [...]
After the appointment is completed you update appointment created in On2Biz. This can be done in simple 2 steps.
1. List all appointments.
2. Update appointment.
Step 1: List all appointments pending.
To list all appointments pending click on “Scheduled Appointments” and you will get a list of all the appointments pending. Following is the screen which shows list [...]
To create a new appointment you need to be on the project / company page for which you are planning.
To search for a project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.
Click on Activities link from Quick Navigation Link.
You will be taken to [...]
You need to perform 2 steps to update a project / opportunity milestone.
Search for project / opportunity.
Open and Update.
Step 1: Search for project / Opportunity.
A Global Search facility is available through out On2Biz which can be used to search any object in On2Biz e.g. you can search for contact, end customer, projects / opportunity related [...]
This tutorial steps through creation of a new sales opportunity in On2Biz. It assumes that you have an On2Biz account and know how to login to your account.
Step 1: Select the Workspace Tab in On2Biz
Step 2: In the workspace menu on the right, select the sales workflow in the workflow selection menu, and then click [...]