When following this process, ensure that all available required fields are full before saving to avoid error messages.
1. If starting from a Lead Conversion, verify that all information in the Business tab is correct.
Generally, this will cover the institution as a whole.
1.1. If starting from an existing account, select "New" to create a new opportunity.
Always ensure to fill in all required data fields, including Topic, which should follow this syntax: Course Number_Kit Number_Instructor Name
2. Select the Qualify tab and enter in all fields, then select "Next Stage."
Be sure to scroll all the way down.
3. Fill in the Develop tab, then select "Next Stage."
Choose between a Custom or Standard kit. You will see your Kit selection reflected on the progress bar.
4. Enter Kit Information
4.1. For a Standard Kit, use the dropdown on the progress bar and fill in the kit's information, then select "Next Stage." Continue to Step 5.
4.2. For a Custom Kit, utilize Experlogix quoting tool from the Quote to develop pricing.
4.3. Once the quote information is received, select "Next Stage" from the Custom Kit dropdown.
5. Fill in the Propose Stage tab then select "Next Stage."
See instructions on sending an AdobeSign Agrement here.
6. Fill in the Close tab with all required information and select "Finish."
Do not select "Finish" until the price and SKU are confirmed.
"Send to NAV" should always be set to "Yes."
7. In the main page, fill in the Product Info/Class Start information.
See instructions on this process here.
8. In your active quote, select "Create Order"
9. Verify the information in the modal that appears
10. Select "OK"
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