#1 Quote inquiries

01

When receiving numerous request for quotes as emails, this indicates action within the sales process along with the contents of valuable information important to leading successful closure.  In YetiForce we prepared a separate module that allows to register every inquiry as a separate record and thereby to enable adding notes and comments to it. By separating each inquiry you are granted with a possibility to control whether an inquiry is waiting for your employee to take care of it or whether is has already been completed.

Field descriptions

General information

  • Subject - a field that describes what the inquiry deals with. If an inquiry is generated from an email level, this field will be filled in automatically with a subject from customer’s email. In case, an inquiry is generated from a webform level, the subject of this inquiry will be the same as the one in a form. 
  • Stage - a field specifies a stage of an inquiry, after performing basic activities and proceeding to a closed stage, it allows to further undergo the sales process.
    • Not started
    • Verification
    • Declined - a rejection of an inquiry closes an assigned opportunity and a rejection reason is set the same as in case of an inquiry. An opportunity is closed only if there are no other active inquiries related to this specific opportunity. After selecting this status, a record cannot be modified [can enter data in related modules].
    • Accepted - after selecting this status, a record cannot be modified [can enter data in related modules].
  • Opportunity - a field that relates to the Opportunities module [relation type 1:M - uitype10].
  • Decisive factors - various factors for various stages.

System information

  • Number - unique and automatic quote inquiry number.
  • Created time - a system field that is automatically generated when a record is added. 
  • Modified time - a system field that is automatically updated each time a record is changed.
  • Closed time - a system field that is automatically filled in when a record receives a final stage status [declined or accepted].
  • Updated - a system field that is filled in automatically and indicates that a record owner read all changes performed on this specific record. 

Sharing information

  • Users sharing - a list of users who can access this specific inquiry. Inheritance works regardless of company organisational structure.
  • Information inheritance - if this checkbox is ticked, users specified in the field above will not only have access to an inquiry, but also to related information, e.g. comments, documents, emails. 

Description details

  • Description - a text field with wysiwyg.
  • Comments - a text field with wysiwyg.

Views

  • Summary
    • Fields widget
    • Stage field widget
    • Comments widget
    • Related email messages widget
    • Related documents widget
    • History widget
    • Text field widget - description
    • Text field widget - comments
  • Details

Related modules

  • Comments module
  • Documents module
  • History
  • Email messages
Additional tools
  • Generate a requirements card
  • czwartek, 10 sierpień 2017