When an opportunity is
started, users can list information of all the potential General Contractors
who might also be bidding on the project. Buyers are the alternate General
Contractors. Users can create a new Opportunity for each GC, but some companies want to keep it all on the
same opportunity, particularly when attaching bid documents i.e. floor plans,
architectural specifications, etc.
When a GC is entered into
the customer file, there is a checkbox that designates them as a “Buyer”.
This is what adds them to the drop-down value list on the buyer tab in the Opportunities Module.
On the Opportunity, under the Buyers tab, locate the drop-down. Highlight and click from the drop-down the contractor to attach it to the Opportunities module record.
Multiple buyers can be selected for the opportunities module. This list is for informational reference only. No paper clip will appear on the Buyer Tab when information is present.
To explore other Knowledge Based articles about Opportunities click below.
Training-V21b8-20220823DN-KB