Propose Solution
Overview
Create Proposal for Professional Services
Analyze Past Promotions
Create National Allowance
Create Customer-Specific Promotion
Approve the Promotion
Capture Customer/Account Information
Select Products
Update Partner Records, if Action on Behalf of Partner
Finalize Quote
Develop and Deliver Proposal
Review and/or Update Quote Information
Create Customer Information
Create Sales Quote
Create Buying Agreement
Capture Partner Customer/Account Information
Select Valid Partner Products
Review and/or Update Partner Quote Information
Finalize Partner Quote
Develop and Deliver Partner Proposal