The following topics provide information about responding to Requests for proposals (RFP) and Request for quotes (RFQ), contacting customers and offering solutions, and closing and implementing deals with customers.
Contact customer and gather requirements
Make the sale
business process component forms
The following table lists the forms that support the Make the sale business process component. The table entries are organized by business process component task and then alphabetically by form name.
Note
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Some forms in the following table require information or parameter settings to navigate to them. |
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Business process component task |
Form name |
Usage |
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Contact customer and gather requirements |
Customer groups |
Use this form to create groupings of customers that share key parameters. |
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Customers |
Use this form to create or view customer records. |
