The deal's timeline shows the delivery

What moves

When an order is delivered, CRM adds a done note with the order number, currency and total to the deal and the account.

Before you start

• CRM and Sales Orders in your plan
• Order timeline on deals switched on (default)
• The order names a deal or an account

Step by step

1. Warehouse userSales Orders & Fulfilment

   Marks the last delivery delivered.

   You see:The order becomes Delivered.

2. SystemCRM & Sales Pipeline

   Writes a done note on the deal and the account.

   You see:The note says the order was delivered and for how much.

3. Sales repCRM & Sales Pipeline

   Reads the note on the deal.

   You see:The rep knows the customer has the goods.

Related

• CRM & Sales Pipeline
• Sales Orders & Fulfilment
• A contact who is also an employee
• A ready-made sales pipeline report
• A sales leaderboard appears on the CRM home
• A won deal reaches delivery, finance and the rep's commission
• An accepted quote reaches the sales order clerk
• Connections between modules