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