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Allocate Inventory on the Quoting stage
“Special Order” Sales Quote Record Type
For example: Special Order Door
Might get ordered 35 times a year
each order is a different dimension, description, etc.
No need to track the specifics, but they do want to track the fact that they got 35 Special Order Door orders this year.
“Parts” Sales Quote Record Type
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(Possible requirement)
Sales Orders
“Special Order” Sales Quote Record Type
“Parts” Sales Record Record Type (Possible requirement)
Signing Documents
Use a digital signing tool.
Digitally signed documents should be accessible in Salesforce.
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