MachineFinder Pro Trade Assessment

customertrax 1. Handle CRM 1.0, x. Uncategorized


You can now create trade assessments from within an Account and/or an Opportunity

  1. Select new assessment
  2. Fill out Title, Description
  3. Link Account Equipment (or create new)
    1. Serial # will be pulled from account equipment when creating assessment
    2. Serial # is required but can have ANY number of characters. [Pending Release]
  4. Click Create

The information will be passed to MFPro creating the assessment and linking it back to the Account/Opportunity in Handle.


customertraxMachineFinder Pro Trade Assessment