![]() I also used custom footer for 1st screen, because I didn’t want another screen for checking if user wants to add additional product to quote. Use the search bar to find and add ScreenSteps. In the Text section, click the Quick Parts button and select Field from the drop-down menu. For product search I used custom lookup component because product catalog is not in Salesforce. In Zoho Directory, go to Applications, then click Add Application. To do so, open the header or footer and place the cursor where you want to insert Page X of Y. 1st step is for adding products and 2nd step is for adding quote comment (special terms). Why do we need to enter all those data before even creating quote? Can we do something about that? But in the end, we still need to see everything in sales pipeline.Ĭhallenge accepted □ When thinking about solution, I wanted to use as much standard as possible. In this case, whole functionality was built with Salesforce screen flow and a little help of two custom lightning components. Screen flow is built with two screen steps. All they do is few clicks on screen and quote is in your mailbox. Go to the Insert tab and, in the Text group, click Header & Footer. Select the slide where you want to add a footer. I watched agent from other company how they work with tablet. Adding Footers Open your presentation in PowerPoint. This was beginning of conversation with our salesperson. The term footer comes from the print world, in which the footer is a consistent design element that is seen across all pages of a document. But as a salesperson I would like to start process without first two steps and go directly to products configuration. ![]() Process for creating quotes starts with creating opportunity, quote, adding products and generating PDF. ![]()
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