Table of content
Step by step
The contract will soon expire, the users renegotiates the contract | |||||||||||||||
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The reminder schedule is defined on the quote display, field Reminder. |
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The user clones the contract and starts the negotiation with his customer. To do so, the user clicks on Clone | | ||||||||||||||
All the fields are pre-populated and contract line items are replicated when the user saves. The Status will be automatically set to Draft. |
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The user loads the price list in attachment of the contract. Once he has saved, the userloads the price list.
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Need help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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