👥 Customer Success, Sales
✅ Understand how a client can ‘Request a Quote’ for a course within Engage.
Clients with access to the Engage catalog will have the option to click a ‘Request a Quote’ button when hovering on a course icon. This will send an email to their sales representative.
🎉 Our product sells itself when a client browsing through our catalog wants to ‘Request a Quote’!
\uD83D\uDCD8Â Instructions
1. A client who is a ‘Stakeholder’ would click on the ‘Catalog’ button.
2. Once the client views a course they’re interested in, they can hover over the course icon and the ‘Request a Quote’ button will appear.
3. The client will click the ‘Request a Quote’ button.
4. The client will be notified that their request was sent to a representative! 🎉
🧠Are you interested in what happens next for Syntrio? Check out Engage: When a Client Clicks ‘Request a Quote’