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QuotesA quote record contains an offer to a customer for specific products and services at a specific price. Using Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle E-Business Suite, you can start creating a quote from Oracle CRM On Demand by clicking the New Quote button in the Quotes related item section of an opportunity record. The quotes records are created and maintained within Oracle E-Business Suite and synchronized with Oracle CRM On Demand. From Oracle CRM On Demand, users can view all of the quotes that are associated with an account or opportunity that have been created through the integration pack. The integration pack uses the Quote record type in Oracle CRM On Demand. Customers who have licensed the integration pack must contact Oracle CRM On Demand Customer Care to have them set up the Quote record type. After the quote record type is set up, you can enter or update account, account-contact, and product information in Oracle E-Business Suite and synchronize that information to Oracle CRM On Demand. You can use this data within Oracle CRM On Demand to manage sales leads and opportunities. Typically, you start creating a quote from Oracle CRM On Demand when the sales cycle progresses to the point at which a quote is required. For more information on configuring the integration pack, see Oracle Application Integration Architecture Oracle Lead to Order Integration Pack for Oracle CRM on Demand and Oracle E-Business Suite Implementation Guide. Related TopicsSee the following topics for related information: |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |