Rental lines on an accepted quote create the rental

What moves

When a quote with rental lines is accepted, the rental module receives the customer, dates, quantity and price.

Before you start

• Both modules in your plan
• Rental products in the catalogue
• CRM and Rentals in your plan
• Rental products in the catalogue and set up as items
• Each rental line carries its pick-up and return dates, sent with the quote line through the API or an integration, because the quote screen has no date boxes yet

Step by step

1. Account executiveCRM & Sales Pipeline

   Builds a quote with rental lines and dates and sends it.

   You see:The quote is sent.

2. CustomerCRM & Sales Pipeline

   Accepts the quote.

   You see:The quote is accepted.

3. SystemRentals

   Creates the rental booking with the same dates, quantity and price, once.

   You see:The rental team sees it in their own list.

Related

• CRM & Sales Pipeline
• Rentals
• Schedule a call or meeting on a lead or customer
• Subscription lines on an accepted quote start subscriptions
• The Copilot works your pipeline and your records
• A commission is calculated, approved and paid
• A customer answers a quote online and the rep sees the proof
• Connections between modules