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How can I add a Follow-up Date in SWRemote?

Follow-up Date can be found on the Debrief Screen, just before the end of the Job. You must first select either the Opportunity Generated or Lead Generated checkboxes.

Note: Opportunity Generated will automatically be checked when Agreement Opportunity is selected.

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  • Select the appropriate Opportunity Code from the dropdown menu. 
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  • Select the follow up date. Notes can be added as well.

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To view this information in SuccessWare21. Open the job and go to Call Progress->Job Summary->Opportunities

Both Lead Generated and Opportunity Generated, are the same thing. They just get reported back to Successware21 in different ways. 

 

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