RG OP.1 – Sales Inspections & Locations

Booking the Initial Sales Inspection #

1. Open an Opportunity.
2. Click Create Sales Inspection in the Quick Action ribbon.
3. Select the Service Location & the Service Territory.
4. Open the Service Appointment generated by Salesforce.
5. Schedule the appointment by choosing one of the following options:
   • Candidates
   • Book Appointment
6. Select a date & time range for the appointment.
7. Salesforce takes care of the rest. 

Managing Service Locations #

1. Open an Opportunity or Account.
2. Click Update Service Location in the Quick Action ribbon.
3. Select the Service Location and click Next.
4. Fill out the required fields:
   • Residence Type
   • Location Type
5. Complete any other fields needed.
6. Click Next to save the updates.

Creating a New Service Location #

1. Open an Opportunity or Account.
2. Click Create Service Location in the Quick Action ribbon.
3. Follow the prompts to add the new location