You implement the Resco Field Service mobile application for an organization. You need to add sales features and functionality.
Which two actions should you perform? Each correct answer presents part of the solution.

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
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You are setting up assets for a customer.
The VP of Field Service wants to have greater visibility to all the serialized components of an asset in a hierarchical view.
Solution: You create each serialized component as a sub-asset to its parent asset.
Does this meet the goal?

What are the steps in the purchase order process?

You install the Woodford solution and begin setting up the mobile application. You need to import the Field Service project.
Which three components must you define? Each correct answer presents part of the solution.

A customer service agent fails to solve a customer's issue over the phone.
The agent needs to converted the case to a work order in order to schedule a technician visit.
What is required to successfully convert a case to a work order?