Sales: Step by Step – Creating Sales Work Orders

Creating Sales Work Orders (also known as We Owe)

Once there are no conditions to the “Deal” and Sales is ready for Service to get the unit ready for delivery to the customer.

  1. Open the “Deal”
  2. Click on “Functions”
  3. Click on “Create Dealer Options Work Order”

Sales - Work Orders

This will Create the Dealer Option work order and send an email to service notifying them that the work order has been created.

How Summit RV Wins at Business Management Like a Major-League Team

As the company grew – they needed to play more like a team.
We sat down with James Bradley, second-generation owner of Summit RV, to learn their secrets.