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  • Inside Sales can work on the Lead, to Opportunity, and then to Quote.

  • Inside Sales can decide to turn the opportunity lead, or Opportunity, or Quote to a dealer to work on.

Scenario 2 - Dealer Cash Deal

...

  • For walk-in customers

  • Create Quote to create Opportunity.

  • Register Warranty after a quote is closed

Open Issues

How to scan Serial No. barcode for Warranty???