Service Contracts - Negotiation Flow Questions
- What is the Negotiation Workflow used?
- How to automate the Customer Negotiation process i.e. how to set up to automatically trigger negotiation workflow?
- How to automatically trigger an email to customer with contract details?
- Which contact details will the email use whether it is automatically or Manual?
- How to set up a Customer Acceptance Portal (Is it the same as iSupport)? Is there any responsibility for the internal employees to access this?
- How does the username/password for the customer acceptance portal will be generated automatically?
- How can a sales agent access the customer acceptance portal to review or accept the contract on behalf of the customer?
Tagged:
0