An opportunity type categorizes the kind of sale an opportunity represents, such as Servers or Cloud. Accessing the Opportunity Types Page Click Settings in the left sidebar. Under Sales & Orders, in the Sales section, click Opportunity Types. ...
Once an opportunity exists, you can edit it and add tickets, comments, and quotes to it from the View Opportunity page. Note: Â For how to browse and filter the opportunities list, see Viewing Sales Opportunities. Editing Opportunity Details You...
The Invoice Notices Settings page lists the available configuration settings for the Client Manager’s invoice notices.  Access the Invoice Notice Settings Page From the Ubersmith Dashboard, click Settings. The Settings page...
The Provision Lead in Ubersmith module is an order module you can attach to an order form. When an order runs through this module, it creates a lead using the order's contact information: First Name, Last Name, Company, Address, City, State, Zip...
When the module runs, a sales prospect in a third-party Pardot system is created using the client’s basic contact information, such as email, first, last, and company name.  In the Pardot Username field, enter your Pardot...
The Order Action Open Ticket plugin adds an Open Ticket order action. Use this action to open a support ticket at a specific step in an order queue. The ticket is linked to the order and to the client. To use the plugin, do these steps: Enable the...
Once you have added an order queue, you can perform various actions.  Updating Order Queues Access the Order Queues page. Click edit for the order queue you want to edit. The Manage Order Queue page appears. Click Update Queue...
Once a service agreement exists, you can view its PDF, filter the list by status, edit it, or delete it from the Service Agreements page (Settings > Sales & Orders > Service Agreements). Viewing a Service Agreement PDF Click the PDF file...
Once an opportunity type exists, you can edit its name or delete it from the Opportunity Types page (Settings > Sales & Orders > Opportunity Types). Editing an Opportunity Type Click edit in the type's row. Change the Name. Click Save...
  What are an order form element's extra attributes? The Extra Attributes section specifies additional attributes that should be included in the HTML tag generated for the element. The format attribute:value. For example,Â...