The Purposes of this presentation is to demonstrate the complete YP Quotes workflow.

The whole process of completing an order is extremely time efficient and takes around 5 minutes in general.

Data storage is as secured as it could be. YP Quotes utilizes all benefits of Cloud Computing including CRM outsourcing and mobile technologies streaming.

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1.0 Creating New Product

• Click on the “Product” tab and click “New” button• Simply fill in all the needed fields such as Product name, Category, SKU, etc.

and click “Save” or “Save & Add Price”.• In order for the product to show up in the Configurator, “Active” and

“Shippable” checkboxes must be checked

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1.1 Creating a Child Product

•Click the “Edit” button located in the Child Products section on Product Detail page.

1.2 Creating Product Relationship

• Select product choice to allow multiple options within one product• Choose min, max or default quantity.

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2.0 Creating Leads

• To create a new lead click on the “Leads” tab and click the “New” button.

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2.1 Creating Leads

• Simply fill in all the needed fields such as Last Name, Company, Lead Status and etc. and click “Save” or “Save & New” button

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2.2 Creating Leads

• Once the lead is confirmed it can be converted into an opportunity• Click on the “Convert” button to convert a lead to an opportunity

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3.0 Creating Opportunities

• To create a new opportunity go to the “Opportunities” tab and select the opportunities that were converted from the leads (Chapter 2).

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3.1 Creating Opportunities

• You can edit or add additional information once you selected your opportunity• Once opportunity is finalized you can convert it to a quote by clicking “Create Quote”

button.

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4.0 Creating Quotes

• To create a new quote go to the “Quotes” tab and select the quote converted from an opportunity (Chapter 3)

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4.1 Creating Quotes

• You can edit or add additional information once you selected your quote

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4.2 Creating Quotes - CONFIGURATOR

• To add products to your quote, select “New Quote Line Item” button in your quote’s page.

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4.3 Creating Quotes - CONFIGURATOR

• In our Salesforce native configurator you can configure your products and individual line item discounts just like any third parties configurator tools

• Click “Add” button once you finished product configuration• Click “Save Changes” button once you configured all products for this particular quote

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4.3.1 Creating Quotes - SHIPPING

• Here you can fill in all the needed shipping information• Click on “Save” button when finished

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4.4 Creating Quotes

• Convert quote to order by clicking on “Create Order” button when the quote is finalized

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5.0 Creating Orders

• You can edit or add additional information once you selected your order • Click on “Submit for Approval” button once the order is finalized

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5.1 Creating Orders

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• You can see the pending order approval notifications in the approval manager “Home” tab. They can be also notified through emails or mobile devices

• Click on “Submit for Approval” button once the order is finalized

5.2 Creating Orders

• Here you can approve or reject the order.

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5.3 Creating Orders – ORDER TRANSFER

• Once the order is approved you can transfer this order to Oracle or other systems by clicking the “Transfer” button

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All roles (tabs) can be separated between multiple users by setting the appropriate SalesForce permissions.

Please do not hesitate to contact us info@ypquotes.com with any questions or concerns or if you wish to see the live demo of YP Quotes products.

Please visit our website for additional information:www.ypquotes.com

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