The Moves tab and section provides a list of all current move opportunities for your MSO&ISales account. The number in the parenthesis is the number of current opportunities. To the right of the Moves (#) tab is the Moves (#) List, which is the list of all the current number of opportunities.
To see details on any opportunity, click the Moves tab to open the Moves List of opportunities on the right side of the screen. In Figure 50, there are two listed. When an opportunity is clicked, such as the one shown with , that opportunity will list under Moves. Notice is the same name as the one that is listed . At this point, the other MSO&ISales Menu options that list under Moves pertain only to that opportunity and these include Move Details, Quotes, Crew Calculations, etc.
Figure 50: Two opportunities list under Moves > Moves List
Arrange the listing of opportunities by using the following:
Icon |
Feature |
Filter: Use to filter by All, Pending, Booked, or Lost | |
Sort: Sort alphabetically by Name or by Creation Date | |
Add: Use to create a new opportunity |
To open a different opportunity, click the Moves tab (#1 in Figure 50) to go back to the Moves List and click on a different opportunity.
For details on the subsections in this tab, go to:
RELATED INFORMATION
MSO&ISales Add New Move Opportunity
MSO&ISales Duplicate Move Opportunity
MSO&ISales Delete Move Opportunity