CRM quotes are credit-checked and deals see payment

What moves

CRM asks accounting for a credit decision when a quote is sent, accounting tells CRM when a deal's invoice is created, paid or voided, and accounting's tax rates reach CRM quotes.

Before you start

• CRM and Accounting in your plan
• Credit limit set on the customer for the check to measure

Step by step

1. Sales representativeCRM & Sales Pipeline

   Sends a quote to a customer.

   You see:CRM asks accounting for the customer's credit standing.

2. SystemAccounting & E-Invoicing

   Compares exposure to the limit and answers allow, warn or block with a sentence.

   You see:The quote goes out, is flagged, or is stopped with the reason.

3. Accounts receivable clerkAccounting & E-Invoicing

   Sends or records payment on the deal's invoice.

   You see:The deal's receivable status moves to invoiced, then paid.

4. Sales managerCRM & Sales Pipeline

   Reviews commissions.

   You see:Commission is earned on invoice or on payment, per the company's basis.

Related

• Accounting & E-Invoicing
• CRM & Sales Pipeline
• Customers see and pay their invoices
• Customers see their statement and pay online
• Delivered orders become draft invoices
• An employee's expense claim is approved and paid
• The month is closed and locked
• Connections between modules