Quotes and deals flow through the portals
What moves
CRM quotes shared by staff show in the customer portal; partner deals registered in the portal are held with CRM records.
Before you start
- CRM in your plan
- Portal user created and the quote shared
Step by step
- CRM administratorCRM & Sales Pipeline
Creates a portal user for the customer's contact and shares a quote.
You see:The quote appears in the customer's portal.
- CustomerCustomer & Partner Portal
Opens the quote and accepts it.
You see:The quote becomes accepted in CRM.
Related
- CRM & Sales Pipeline
- Customer & Partner Portal
- Quotes are priced from the product catalogue
- Quotes use the sales taxes kept in accounting
- Reassigned deals and reminders reach the right people
- A won deal reaches delivery, finance and the rep's commission
- An accepted quote reaches the sales order clerk
- Connections between modules