3. | CSR Salesforce Transactions: Quotes
10 Articles
- 3.1 | How do I do a quick quote in Salesforce?
- 3.2 | What are the Quote Statuses in Salesforce?
- 3.3 | How do I process a PRICED repair quote in Salesforce? (Existing Customer w/o terms in Salesforce)
- 3.4 FMS SITE: How do I process a priced repair quote for an ATS Site in Salesforce?
- 3.5 | QRG: How do I process a priced repair that was entered in eCommerce by a FMS buyer?
- 3.6 | How do I process a NON-PRICED repair quote in Salesforce? (Existing Customer w/o terms)
- 3.7 | How do I process a NON-PRICED repair quote for an ATS Site/IPS Sales Rep/Site Service Rep in Salesforce?
- 3.8 | Overview: What happens when a price changes on a Quote?
- 3.9 | What happens when a price changes on a priced Quote BEFORE it is turned into an order?
- 3.10 | How do I cancel an order in Salesforce from a quote that started in eCommerce?