Quote Request Gatekeeping

  1. Start New Deal
  2. Choose Correct Organization
  3. Choose Correct Salesman Name from Requesting Company
  4. Subject Line Should Consist of Job Name-Requestee-Short Description of Job
  5. Example
  6. :  (Click here for a bigger picture.)
  7. If No E-mail Address Exist Once Deal is Created, Please Add E-mail or other missing info, Phone,fax..etc
  8. Send Response to Requestee that Request Has Been Received.:

Example:

Thank You for The Quote Request

We Will Get Back to You ASAP

Have A Great Day!