View Full Version : How do I approve a job?
Lynxpert
04-21-2009, 01:36 PM
I have customers in ready to build but they are in the Prospect status. How do I get them into the Track Tab so I can order them....:confused:
AccuMod
04-21-2009, 01:39 PM
2 ways...Go to the Track tab at the top navigation toolbar and click Submitted and Apporved. Choose which customer youd like to move and after checking through the customer details (ie is it profitable) slide it into the approved box. You can also edit the status from the customers Progress Summary Tab.:D
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