Step By Step
Fill in the Quote Team | |
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 David opens his new quote for which he wants to add Pedro in the team
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 He hoovers the Quote Team and discovers he’s already in the team! He now clicks on New Quote Team in order to add Pedro in the team
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 David must now click on the look-up to open the search windows |
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 Once the window open, he searches for Pedro and clicks on Pedro’s name |
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 Before saving, David defines Pedro’s quote access. When he’s finished, he clicks on Save.
Read / Write: gives the permission to the team members to edit the quote Read Only: gives
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 It’s done! David has added Pedro in the team. | |
 Pedro can now make the quote evolve and update some data |
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Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Clone an Existing Opportunity
- Follow the Opportunity Stages – Add Contacts in the Involved Contacts
- Follow the Opportunity Stages – Add Accounts in the Involved Accounts
- Negociate to win
- Close the Opportunity
- Competitive insights - Create a Competitive Insight
- Cross BU Leads – Create a Cross BU Lead
- Introduction to Quote Process Management
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