Email Notifications for Customer and Partner
As a customer, you will be notified when the partner sales rep presents the generated quote to you. As a partner sales rep, you will be notified when the quote is accepted by the customer.
An email is triggered to the customer whenever the following state changes occur:
-
- Generated
- Presented
- Accepted
- Generated
After the quote is accepted an order is generated for the quote. You can view and track the status of the order from My Accounts > My Orders.
While converting Quote to Order, you must associate the opportunity that is associated with the same Account.
