Opportunity Management

How can I access the Client Information from the Opportunities screen?
1- Sign in to FieldPie and click the Opportunities button from the upper left menu. 2- You can access your potential clients that qualify as ...
Tue, 21 Jun, 2016 at 9:34 PM
How can I edit the Client Information from the Opportunities screen?
1- Sign in to FieldPie and click the Opportunities button from the upper left menu. 2- Click on the client you want to edit the information fro...
Fri, 11 Nov, 2016 at 1:10 PM
How to filter Clients in the Opportunities screen?
1- Sign in to FieldPie and click the Opportunities button from the upper left menu. 2- Click the Search  button in the upper right corner. 3...
Fri, 11 Nov, 2016 at 1:16 PM
How can I add opportunities to my clients?
You can add opportunity in two different ways. By creating new Clients, 1- Add a new client. (see: How to add New Clients?) 2- Fill i...
Fri, 11 Nov, 2016 at 1:22 PM
How can I access to my opportunities?
1- Click the Opportunities button from the upper left menu. 2- You can access your clients from the LIST tab or you can see their location by cl...
Tue, 21 Jun, 2016 at 9:35 PM
Does the amount of the opportunity decrease when Purchase Orders are added to the Visit?
     When the purchase order is added to the client which has an opportunity (see: How can I add Purchase Orders into my Visit?), the amount of oppo...
Tue, 21 Jun, 2016 at 9:35 PM