- All the Preconstruction Jobs that can be sold through Leads, should have a Sales Status For Sale.
- The users you handle this operation should have certain Security Permissions.
- You will have to first Create a Security Role (Contact email@example.com to discuss this set up)
- Set this role up under the users who would work on the Spec sales.
The set up is now complete.
- Login as that User.
- Choose the Lead that would be buying the Pre Construction Job.
- You will now see the option 'Spec Sales' As shown in the screen shot.
- Once you Shortlist it by clicking on the 'Star'. You will see it on the right hand pane.
- Once you know which one you would like to buy just click on 'Commit to Buy' at the bottom of the page.