Sample Workflow: Send Receive E-mails

 

Content was last updated in 06.23.07-00

Revision History

 

In R2 We created the following:

  1. Four Employee profiles with Planner and Sales Person as the position. The names of the profiles are as follows:

  1. Michael Ross

  2. Harvey Specter

  3. Rachel Zane

  4. Donna Paulsen

  1. A Company/Customer named V. B  International and added Jessica Pearson as the primary contact. See Here

  2. The we used Michael Ross' login to create an Opportunity in the name of 'V. B  International' with the following details.

E-Mail Recipient's Profile

Person's Name

Opportunity Owner

Michael Ross

Opportunity Contact

Jessica Pearson

Salesperson 1

Harvey Specter

Salesperson 2

Donna Paulsen

Salesperson 3

Rachel Zane

 

 

Show below is a hypothetical E-mail exchange happened between the 4 Opportunity handlers and the Customer Contact.

 

Communication initiated by the Customer's Representative (Opportunity Contact).

 

Responded by Opportunity Owner, with instruction/ to-do items for Salespersons..

 

Further responded by another Salesperson, with some decision points or action items.

 

Further responded by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.

 

Another response by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.

 

Finally an approval by Opportunity Contact. Keeping everybody in the loop.