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ID534 - DQM Quote Created Overview & Sample:

An alert triggered when a new DQM quote is created.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

ID534 is an alert of new Quotes created to be sent to designated person(s) so that they can monitor quotes being delivered by sales reps and ensure that the quotes are being properly configured & priced before being delivered to customers.

 

Run Schedule:  Hourly

Type of Output: Email

 

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Sample

Sample

ID534.png

 

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Variables

Variables

This alert has no variables.

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Alert Functionality

Alert Functionality

1. The alert triggers whenever a new quote is created in DQM.

2. The alert will only trigger on the quote once.

 

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Best Practices & Tips

Best Practices & Tips

1. See this post on the popular CRMs/Quoting Tools in use with our customer base.

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Related Alerts

Related Alerts

None at this time

 

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