MSO&ISales Moves

 

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:

MSO&ISales Move Details

MSO&ISales Quotes

MSO&ISales Survey Sheets

MSO&ISales Job Walk

MSO&ISales Job Summary

MSO&ISales Crew Calculations

MSO&ISales Cost Summary

 

RELATED INFORMATION

MSO&ISales Add New Move Opportunity

MSO&ISales Duplicate Move Opportunity

MSO&ISales Delete Move Opportunity