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How can I create a JobOpp from the Deliverables screen?
How can I create a JobOpp from the Deliverables screen?
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Written by Tech Support
Updated over a week ago

How can I create a JobOpp from the Deliverables screen?

You can create a new JobOpp that includes multiple Deliverables by checking those Deliverables on the Deliverables screen, then choose "Create JobOpp from Deliverables" from the master drop-down menu. Note that in order to create the JobOpp, the Deliverables must all be assigned to the same staff member, share a category, and be marked "assignable." See here for complete details.

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