![]() ![]() Note: When viewing the list of designs notice the top toolbar has changed to provide options to create a design, duplicate a design, open the design in Winner or in Winner’s quotation view.A small preview of the design will show under the milieu name. Shows all saved designs that will be synchronised from Winner Flex desktop if you have created at least 1 milieu and 1 alternative there. You can use custom fields to capture and store information that is not covered by any default boxes. The terms are used when creating further documents in Winner Flex.ĭisplays any fields that have been added within company settings. You can set the discount, delivery and payment terms. Remember these fields are synchronised with your project to Winner Flex. It also shows probability percentage which is useful in reporting on opportunities. Status shows the project status with information and if lost to competitor, the reason for this.You would only want to tick this if the project is a special internal project and reporting it with other sales is not required. These are useful to use when the project is a new opportunity.Īll figures are included in the dashboard and reports unless you tick Exclude from statistics. Sales Information shows options for lead source, project type, budget value and deadline.Architect and contractor are used in Winner Flex and will be synchronised to the Project Info boxes. Select the person and then select the role. All other existing contacts connected to the contact person in Flex will be listed here. Contact Persons will show at least the 1 main contact specified on the Global tab.Ĭlick Add Additional Contact to and click on the Select contact person drop-down.These are synchronised with Winner Flex and will appear on the project there too. Shows the project number, any external ref, our reference and designer name. Once the project is open you will see 6 tabs:Īllows you to change the linked contact, the contact person, and delivery and invoice addresses. To see all the information, click the button Project Details on the top toolbar. Alternatively select it in the project list to see a preview of the project in the sidebar on the right side of the screen. If you wish to delete a project see How to delete a projectĬlick a project name to open it and see the project details. ![]() ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |