Reassigned deals and reminders reach the right people

What moves

Reassigning deals in bulk tells the new owner and the deal's followers in the bell and by e-mail; reminders for waiting approvals, pending payouts and incomplete sales teams go to named people. When a customer accepts or declines a quote from its link, the quote's owner is told in the bell, with the total or the reason.

Before you start

• Both modules in your plan
• For a reassignment, the deals are reassigned together from the deals list

Step by step

1. Sales managerCRM & Sales Pipeline

   Ticks several deals and uses Reassign owner to hand them to a colleague.

   You see:The owner changes on every selected deal.

2. SystemNotification Centre

   Sends a message to the new owner and anyone following each deal.

   You see:They see it in the bell and by e-mail, after any quiet hours they have set.

3. Sales managerCRM & Sales Pipeline

   Presses the reminder for waiting approvals.

   You see:Each requester gets one message saying how many are waiting and for how long.

4. CustomerCRM & Sales Pipeline

   Declines a quote from its link and writes why.

   You see:The quote becomes rejected, with the reason kept on it.

5. SystemNotification Centre

   Sends the quote's owner one message: Quote <number> was declined, with the reason; an acceptance sends the total instead.

   You see:The owner sees it in the bell and opens the quote from it.

Related

• CRM & Sales Pipeline
• Notification Centre
• Rental lines on an accepted quote create the rental
• Schedule a call or meeting on a lead or customer
• Subscription lines on an accepted quote start subscriptions
• Two colleagues discuss a deal in chat
• A commission is calculated, approved and paid
• Connections between modules