Process an inquiry into an offer and submit the offer for approval

Save a sales inquiry, send it to the principal, open the related Offer, and submit an itemized Offer to the approval gate.

Before you start

• Access to Sales > Sales jobs and Add New > Sales Jobs > Process.
• An inquiry is available or is being created.
• The Offer contains at least one item before submission for approval.

Steps

1. Add New > Sales Jobs > Process on Sales jobs — Opens the sales-job process for a new or existing inquiry.

   

2. Save on Sales job — Retains entered or updated sales-job information.

3. Consider As Sent To Principal on Sales job — Records that a New inquiry has been sent and moves it to Sent To Principal.

4. Go to offer on Sales job — Opens the related Offer.

5. Apply Approval for Booking on Offer — Submits the Offer to the approval gate.

Result

Submits the Offer to the approval gate. Confirm this on Offer.

Screens involved

Sales > Sales jobs · Add New > Sales Jobs > Process · Offer