S.No | Change Request | Audience |
1 | Changes to Transactional Sales - TS executive can be changed | Transactional Sales |
2 | Changes to Sales Parts Management - Introduced Price Prevalidator | Sales |
3 | Changes to auto-mail - Now it will list from day 1 | Sales |
4 | Changes to PS screen - User able to see Application and PS comments attachments | PS |
1) Changes to Transactional Sales - TS executive can be changed :- User with explicit privilege can now change TS executive for active leads from the screen. Please refer to the below screenshot :-
2) Changes to Sales Parts Management - Introduced Price Prevalidator :- When Coordinator submits for price validation, now (as of now only for CSD and SSD) will list for Price Pre-validator and Sales Manager queue. User with access to Pre-Validator can always ensure that the it is good to go for price validation by providing Lead level comments. However the accountability of Price Validation still remains with Sales Manager and always Sales Manager can bypass Price Pre-validation and proceed for price validation.
Kindly Find the attached Screenshots below :-
Price pre-validator screen :-
Sales Manager screen where he will see the Pre-validator comments :-
3) Changes to auto-mail - Now it will list from day 1 :- With regards to new change, auto-mails :- "
4) Changes to PS screen - User able to see Application and PS comments attachments :- PS users can now see attachment and comments which comes from Sales as part of PS Configuration/PS review.
Please refer to below screenshot :-
Thank You
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article