A customer accepts a shared quote
Who is involved
| Role | What they do |
|---|---|
| Sales manager | Shares the quote. |
| Customer | Reviews and accepts it. |
Step by step
- Sales manager
Creates a portal login for the customer contact and shares the quote with an expiry date.
What they see:The share is recorded.
- Customer
Signs in on the company portal address and opens Quotes.
What they see:Only the shared quote is listed.
- Customer
Accepts the quote.
What they see:The quote shows accepted.
- Sales manager
Opens Sales Orders.
What they see:A new order with the quote's lines.
Who is told what
No message is sent to the customer by the portal itself.