Overview

In this section, you will find information about the customer validation process for the quote, as well as how to use Chatter to follow up the quote.

 

 

Concerned profiles:

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Table of content

 

Step By Step

Customer validation process

Most of the time, the customer agreement is received by email or phone. The salesrep will then have to update the Quote status and put an accepted or denied value.  

 

 

If the Quote is rejected, the salesrep enters the denied value in the status field and the process ends.

If the Quote is accepted, the salesrep updates the status and an automatic email notification will go to the CSR specified in the CSR field. 

The CSR will then create the Order in SAP after receiving the Purchase order document.

The notification to the salesrep when an order is created for a specific Quote can be done by the CSR through notes or chatter if needed.


Follow up tools

The CSR has multiple ways to update the salesrep regarding the order creation in SAP

He can use notes or chatter.

Notes are in the quote related list, but no automatic notification will go to the salesrep.

Otherwise the CSR can use the chatter feed on top of the quote page:

By writing @SalesrepName the salesrep will automatically receive an email notification.

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