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Changing your build status to maintinance

Last Updated: Jun 28, 2017 01:52PM NZST

Changing your build status to maintenance means that you can easily keep track of projects post-handover.

Note -  you can only change your build into maintenance if the opportunity for the project is "Won"

Step 1

Head to the clients profile that you wish to change into "Maintenance".

Step 2

Head to the opportunity drop down menu, you can do this in two ways, open the project in your client profile, or click the grey edit button. Go to your opportunity drop down menu, it should already say "Won". Click on the drop-down menu and choose the maintenance option. if you are changing the opportunity to maintenance through "edit build" don't forget to click the blue "Save" button.


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