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🔹 Creating a New Opportunity

• Go to Opportunities

  • Click into the "Opportunities" section to view all current jobs.

• Initiate a New Opportunity

  • Top right corner: Click "Add Opportunity" when a customer wants to start a job.

• Select or Add Customer

  • Search for the customer in the system.

  • If they don’t have an email, add it.

• Name the Opportunity

  • Use the customer’s name + job description (e.g., John Smith – F-150 Wrap).

• Choose the Stage

  • If they’re a new customer, choose "New Lead".

  • If they’re a returning customer, choose the appropriate later stage.

• Fill Out Basic Details

  • Leave "Open" status as default.

  • Add an estimated price (e.g., $2,500) if known.

  • Skip followers unless needed.

  • Click Create.

🔹 Entering Quote & Job Details

• After creating, click Update to open additional fields.

• Quote Proposal section:

  • MUST be filled out every time.

  • Include:

    • Vehicle type/year (e.g., 2022–2023 F-150)

    • Type of wrap

    • Estimated cost

• Click Update to save changes.

🔹 Moving Through the Workflow Columns

Jobs move left to right through columns based on status.

1. New Lead

   • Initial stage when first contact is made.

2. Design

   • Move here when the customer approves design work.

   • Can drag-and-drop or select "Design" from dropdown and click Update.

3. Output

   • When the designer is finished and the file is ready for production.

4. Vinyl Printing

   • For wraps: job is sized and ready for printing.

5. Install

   • Once printed and scheduled for install, move here.

   • Signals to installers that it’s scheduled and ready to go.

6. Drop Invoice

   • After install and walkaround is complete, move here.

   • Tells the secretary it’s ready to invoice the customer.

7. Complete

   • After the invoice is sent and job is fully closed out.

🔹 Special Columns & Their Purpose

• Jim - Needs Quote

  • If pricing is unknown or needs input from the production manager (Jim), move here.

• Quote Sent

  • Quote has been sent to customer, waiting to hear back, but design hasn’t started.

• Design

  • Job is in active design phase.

• Sent Proof

  • First/second draft has been sent to the customer.

  • Waiting on their feedback.

• Waiting on Material

  • Materials have been ordered, waiting on arrival before proceeding.

🔹 Key Notes

• Each column represents a different stage of the job lifecycle.

• Always update the quote proposal section so the secretary can invoice accurately.

• Move jobs manually or via dropdown menu to the next appropriate column.

• Use special columns when clarification or external input is needed.

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