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Processes specific to sharemundo links "Enterprise" solutions

58
  • Je veux lier un bon de commande à mon jalon
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  • Managing Project Phases and Milestones – Introduction
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Processes specific to sharemundo links "Energy Consultant Solution".

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  • Financing - Introduction
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  • Processes common to all sharemundo links solutions
  • I want to link a structure to my opportunity

Temps de lecture: < 1 min

I want to link a structure to my opportunity

This feature is common to all sharemundo links® solutions.

Note This section is only accessible to the company administrator and users with administrative rights (administrator users).

Step 1: Go to the 'Opportunities and Offers' section from the navigation menu.

Step 2: Click "Edit" in the opportunity's action menu to link an organization.

Note: This menu is located in the last column of the table (on the far right).

Step 3: Click "Linked Structure," then "Manage Linked Structure."

Step 4: Select the structure(s) you want to link. Confirm your selection.

The structures are linked. You can close the window. Changes are saved automatically.

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