Operations

Operations is where you prepare won deals and bring their products into billing.

What you need: the Operations section and permission to view the deals you work with. Bringing a deal live also needs permission to manage it for that dealer.

Operations Home

Open Operations > Operations Home. The Deals ready to go live card counts won deals with products waiting to go live. Choose the card to open the queue.

The Today strip shows your due tasks and case follow-ups.

Go Live

Open Operations > Go Live to see the customer, deal, owner, go-live date, progress and pending records.

Choose Bring Deal Live beside an eligible deal to open the action form in the CRM. Set the date and choose which records to bring live.

The action needs Operations access for the deal’s dealer, along with the relevant deal permissions. The deal must be won, have pending products and meet its acceptance payment and Direct Debit requirements.

Sales users can monitor the same queue from Sales > Go Live. A user without Operations access sees Monitor only.

See Go Live for the steps, per-record choices and blocking reasons.