PeopleSoft Enterprise Sales 9.1 PeopleBook

Sending Sales Email Messages and Correspondence

This chapter discusses how to:

Send sales proposals or quotes to customers.
Send manual notifications from leads or opportunities.

Sending Sales Proposals or Quotes to Customers

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 Sales Proposals or Quotes to Customers

Page Name	Definition 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 button 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 (Sales, Search Opportunities, select an opportunity, and select the Correspondence tab in the Contacts region).

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 button 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 button 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 page 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 (click the Correspond button on the toolbar).

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

Sending Manual Notifications from Leads or Opportunities

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 manual notifications from leads or opportunities.

Pages Used to Send Manual Notifications from Leads or Opportunities

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

Sending Manual Notifications from Leads or Opportunities

Access the Outbound Notification page (click the Notification button on the toolbar in the Lead or Opportunity component).

The Transaction Summary section of this page displays information of the lead or opportunity from which the notification originates.

See Sending an Email or Worklist Notification.

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.