The sales representative manages the customer interaction with regards to the project quotation.
Name | Responsible | Description |
---|---|---|
Send project quotation to customer |
Sales representative |
Send a project quotation to a customer and update the quotation status from Approved to Sent. |
Negotiate with customer |
Sales representative |
Negotiate the project quotation with the (potential) customer. |
Register customer response |
Sales representative |
As a result of the negotiations with the customer, you can register these responses:
For more information, refer to Update project quotation. |
Name | Responsible | Description |
---|---|---|
Send project quotation to customer |
Sales representative |
Send a project quotation to a customer and update the quotation status from Approved to Sent. |
Negotiate with customer |
Sales representative |
Negotiate the project quotation with the (potential) customer. |
Register customer response |
Sales representative |
As a result of the negotiations with the customer, you can register these responses:
For more information, refer to Update project quotation. |
Related to | Notes |
---|---|
Manage customer interaction |
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