Operations

Managing Construction Pipeline


Description
Tutorials on how to manage projects from install scheduling to inspection completion in SalesForce.
Content
  • View 1: Schedule the install
  • View 1 QUIZ
  • SF View 2: Start the install
  • View 2 QUIZ
  • SF View 3: Complete the install
  • View 3 QUIZ
  • SF View 4: Schedule the inspection
  • View 4 QUIZ
  • SF View 5: Complete the inspection
  • View 5 QUIZ
Completion rules
  • All units must be completed