Operations

Operations is where you manage supplier work throughout the product lifecycle, and bring won deals and their products into billing.

What you need: the Operations section and permission to view the deals and records you work with. Supplier work and supplier Cases need the Platform Pack; Go Live does not. Bringing a deal live also needs permission to manage it for that dealer.

Operations Home

Open Operations > Operations Home. Its cards count:

• Operations work requiring attention
• Supplier Cases with conversations requiring attention
• Deals to go live, won deals ready for Go Live

Choose a card to open the queue. The Today strip shows your due tasks and case follow-ups.

Supplier work and conversations

Operations Work lists the supplier work raised from deals, product actions, Credit Control and Billing Errors, and Cases holds your email conversations with suppliers.

See Supplier work and conversations for the work types, referrals and supplier email.

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.