Sending Sales Email Messages and Correspondence

This chapter discusses how to:

Send a proposal or quote to a customer.
Send a worklist notification to a sales user or team.
Generate ad hoc email notifications.

Sending a Proposal or Quote to a Customer

PeopleSoft Enterprise Sales enables you to send a quote or a proposal package to a customer by emailing it or by sending a hard copy. A proposal package might include a cover letter, a quote, and attachments.

This section discusses how to:

Select the recipient of a proposal or quote.
Create the correspondence.

Pages Used to Send a Proposal or Quote to a Customer

Page Name	Object Name	Navigation	Usage
Lead - Discover	RSF_LEAD_DETAIL	Sales, Search Leads Select a lead, and select the Correspondence tab in the Contacts region.	Send email to a customer contact.
Opportunity - Discover	RSF_OPP_DETAIL	Sales, Search Opportunities Select an opportunity, and select the Correspondence tab in the Contacts region.	Send email to a customer contact.
Correspondence Request	RBC_REQST_FORM	Click the Email Proposal button on the Lead - Discover or Opportunity - Discover page. Click the Correspond button on the toolbar. On the Discover page, Click the View Proposal Request icon on the Correspondence tab of the Contacts section.	Create correspondence to send to a customer.
Correspondence Request: Templates	RBC_REQST_TEMPLATE	Click the Personalize Templates button on the Correspondence Request page.	Edit the group of templates for the correspondence that you send to the contact.
Correspondence Request: Correspondence Summary	RBC_REQST_PREVIEW	Click the Preview link on the toolbar. Click the Submit link on the toolbar.	Review the correspondence request.
Search Correspondence Request	RBC_REQST_SEARCH	Click the Search button on the toolbar of any Correspondence Request page.	Search for correspondence requests.

Selecting the Recipient of a Proposal or Quote

Access the Opportunities - Discover: Correspondence page.

Email Proposal

Click to access the Create Correspondence page, where you can instruct the system to send an email message with the sales proposal package to the contact. The proposal package consists of a personalized cover letter and quote with related proposal documents. The cover letter is the body of the email message; and the quote and related proposal documents are attachments.

View and personalize the merged data on the Create Correspondence page.

Click the View Proposal Request icon to access the Correspondence Request Detail, where you can confirm that the request is logged, determine its status, and view the error log, if any. This icon becomes active after you click the Email Proposal button.

After sending the proposal by email, access the History page to confirm that the proposal was sent and to view a list of all correspondence that was sent to any contact for the lead or opportunity. You can also access the correspondence to view its contents.

Note. You can access the Correspondence Request page by clicking the Correspond button on the toolbar. When you access the Correspondence Request in this way, the system adds all the contacts for the lead or opportunity to the recipient list of the correspondence.

Creating the Correspondence

Access the Correspondence Request page.

Template Package

Select a group of templates that defines the set of documents that you send to the contact.

Personalize Templates

Click to edit the template package that is sent to the contact.

In the Schedule section, you can specify when to merge and send the proposal.

Sending a Worklist Notification to a Sales User or Team

Use PeopleSoft Enterprise Sales to send a worklist notification with a text message and link to the current lead or opportunity. This section discusses how to send a worklist notification to a sales user or team.

Pages Used to Send a Workflow Notification to a Sales User or Team

Page Name	Object Name	Navigation	Usage
Send Notification	RSF_LEAD_WORKLIST	Click the Notify link on the toolbar in the Lead component.	Send a worklist notification to a sales user or team.
Send Notification	RSF_OPP_WORKLIST	Click the Notify button on the toolbar in the Opportunity component.	Send a worklist notification to a sales user or team.

Sending a Worklist Notification to a Sales User or Team

Access the Send Notification page.

Select

Click this button to select a sales user.

Select Sales Team

Click this button to select a sales team.

Worklist Priority

Select a priority for the worklist notification. Values are Low, Medium, and High.

Worklist Action

Select the action that you want the recipient to take.

Email Template

Select a template to use for the notification.

Apply Template

Click this button to apply the template to the page.

Generating Ad Hoc Email Notifications

This section discusses how to generate ad hoc email notifications.

Page Used to Generate Ad Hoc Email Notifications

Page Name	Object Name	Navigation	Usage
Outbound Email	RB_EM_OB_ADD	Click the Email link on the toolbar of any page in the Lead component or the Opportunity component.	Generate and send an ad hoc email notification to a customer contact or a member of the sales team.

Generating Ad Hoc Email Notifications

Access the Outbound Email page.

Template

Select a template to use for the email message.

Preview

Click this button to preview the email message with the template applied.

Apply Template

Click this button to apply the template to the page.

Template Package	Select a group of templates that defines the set of documents that you send to the contact.
Personalize Templates	Click to edit the template package that is sent to the contact.

Select	Click this button to select a sales user.
Select Sales Team	Click this button to select a sales team.
Worklist Priority	Select a priority for the worklist notification. Values are Low, Medium, and High.
Worklist Action	Select the action that you want the recipient to take.
Email Template	Select a template to use for the notification.
Apply Template	Click this button to apply the template to the page.

Template	Select a template to use for the email message.
Preview	Click this button to preview the email message with the template applied.
Apply Template	Click this button to apply the template to the page.