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?
- Create a New Task linked to the Contact and assign to a Sales Rep.
- Add a "Create Opportunity" Quick Action to the Work Order Line Item.
- Create a custom Visualforce page to create a new Opportunity.
- Add an "Upsell" Quick Action to the Account that creates a new Work Order
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