👥 Sales
✅ Understand why you’ve received (or will receive) a ‘Request a Quote’ email.
Clients with access to the Engage catalog will have the option to click a ‘Request a Quote’ button when hovering on a course icon, sending off an email! 🥳
🎉 Our product sells itself when a client browsing through our catalog wants to ‘Request a Quote’!
\uD83D\uDCD8 Instructions
1. You’ll receive an email looking like this:
2. salesforce will record that customer requested a quote
3. Since you have the information on the desired Course and the client’s contact email, you can compile the needed information and pursue the sale! 🎉
🧠 Are you interested in what steps the client perspective of this process? Check out Engage: Client Perspective of 'Request a Quote'