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How should a Consultant recommend accomplishing this in the Field Service mobile app?

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(@palomamikel)
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Over 70% of Universal Containers’ sales are made by Field Technicians during on-site, customer visits, Many times, after selling a product, they will install the product as part of the current body of work .

How should a Consultant recommend accomplishing this in the Field Service mobile app?

  • A . Create a New Task linked to the Contact and assign to a Sales Rep.
    B. Add a “Create Opportunity” Quick Action to the Work Order Line Item.
    C. Create a custom Visualforce page to create a new Opportunity.
    D. Add an “Upsell” Quick Action to the Account that creates a new Work Order

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Suggested Answer: B
 
Posted : 11/12/2022 3:38 pm

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