Using the Opportunity Checklist

Each Opportunity has a Checklist that allows an at-a-glance understanding of certain aspects of an Opportunity's status.

The glanceable checklist is located in the top left section of the Opportunity's page. It says CHECKLIST followed by six circles. Checked Checklist items appear green. Unchecked items appear grey.

To edit the Checklist, open the Opportunity with the checklist you'd like to edit. Find the CHECKLIST section located in the bottom left of the Opportunity's page.

There are sic items in the checklist:

Email

• This should be checked when the following conditions are both true:

  1. An appointment has been scheduled

  2. A Confirmation Appointment email has been sent to the customer.

GIS

• This should be checked when the following conditions are both true:

  1. An appointment has been scheduled

  2. The GIS for the house has been created and visually confirmed as accurate

RoofR

• A Roofscope has been ordered.

Sidescope

• A Sidescope has been ordered

Email Sent

• Redundant box, do not use.

No GIS Found

• If you attempt to generate the GIS and encounter an issue, or upon verification, the GIS is too inaccurate to pinpoint, check No GIS Found.

See also

Creating a GIS point