Hettich Group

In this step-by-step tutorial, learn how to create an opportunity for project business within your account system. Project business involves delivering products for a specific project with a defined scope, goal, and timeframe. We'll guide you through the process of creating a product potential opportunity, selecting the right product group, manufacturer, and product characteristics, and entering key details like quantity, price, and delivery date. You'll also discover how to link your opportunity to a related construction project, ensuring everything is connected and organized. Whether you're new to project business or looking to streamline your workflow, this video makes it simple and clear. Thanks for watching and happy project managing!