Add Job Sections to an Existing Budget

Add Job Sections to an Existing Budget

How to Add Job Sections to an Existing Budget

Budget Module
  1. Open the Contact (or customer)
  2. Open the Opportunity
  3. Open the Budget
  4. Click on "Edit" (located to the right of Job Sections) 

  5. Click on "Add" 

  6. Enter in the new Job Section Name
  7. Using the drop-down arrow select a Budget Template
  8. Click on "Save"