How to Open an Order in Avionte
Laura DiNitto
|
38 steps
|
3 minutes
Avionte
1
Navigate to [https://dst.myavionte.com/app/#/dashboard/](https://dst.myavionte.com/app/#/dashboard/)
2
On the search bar located on the top right of the page, search for the company you need to open the order for.
3
Click on the company you are searching for.
4
On the company profile click on the contacts tab on the ribbon.
5
On the contacts select the appropriate location for the job.
6
Click "Create Job"
alert ordinal icon
Alert! If you don't see the manager skip to step 9
7
Under "Manager" select the manager for the order
8
Click the manager's name
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Alert! If the manager is already in Avionte skip to step 17
9
If the manager is not listed in the options, on the right click "New"
10
Click "New"
11
Type the manager's information
12
Click the drop down under status and select active.
13
Type the managers phone number
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Alert! Every action you do in Avionte will ALWAYS default to your name.
14
Type the sales rep name under "reps" for the new manager you are adding
15
Click "AAA House"
16
Type the title of the manager,
17
Click "Submit"