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Sales Management

Offshore to enter Quotations for Active customers covered by "Central (Jason Taylor)" Sales Team

@Yamini Gupta Singh

Beginning immediately, each week when preparing quotations the offshore team should generate quotations for customers with Sales Team = "Central (Jason Taylor)" in addition to the quotations generated for Kadesha's customers

As with  Kadesha's customers, there exists a quotation template for each customer, with the name of the Quotation Template matching the name of the customer.

the quotation templates should be updated such that they list the products and quantities shown on the attached spreadsheet:

by Kirk DaCosta - 08:30 - 28 May 2020