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Upgrading a Report

You can upgrade a Bid Perfect EagleView report to a Premium – Residential report directly from Salesforce.

Note:

An upgrade becomes available only after the initial Bid Perfect report has been generated.

Upgrading from the EagleView Order Record​

  1. Open the EagleView Order record where the Report Type = Bid Perfect.
  2. Click the Eagleview Services button.
  3. Select Upgrade Bid Perfect Report to Premium – Residential.
  4. Click Proceed.

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After Processing​

Once the upgrade request is completed:

  • A new EagleView Order record is created with the Report Type = Premium – Residential.
  • The Initial EagleView Order field on the new record automatically references the original Bid Perfect order.
  • The new Premium order is linked to the original order and appears in the Upgraded EagleView Orders list view.

Upgrading from a Standard Salesforce Record​

You can also start the upgrade directly from the Account, Contact, or Opportunity the order is linked to.

Steps:​

  1. Open the Account, Contact, or Opportunity record.
  2. Click the Eagleview Services quick action.
  3. Select Upgrade Bid Perfect Report to Premium – Residential.
  4. Choose the related Bid Perfect order you want to upgrade.
  5. Click Next.

Result​

  • A new EagleView Order record is created and is automatically linked to the original Bid Perfect order.
  • The upgrade request is immediately submitted to EagleView for processing.