ArrowQuip Sales Pipeline implementation on YAKTA (W?)

Record Types

For Different Page Layouts, we will need to differentiate YAKTA / ArrowQuip Record Types for Account, Contact , Opportunities , and setup permissions for users on record types.

1. YAKTA-End User

2. YAKTA- Commercial

3. YAKTA -Dealer Loads

4. YAKTA- New Dealers

1. ArrowQuip-End User

2. ArrowQuip- Commercial

3. ArrowQuip -Dealer Loads

4. ArrowQuip- New Dealers

All Record types will have different page layouts / Fields Visibility

Open

Price Book

Use same Price book “ YAKTA PriceBook” by adding ArrowQuip products with prices too. Rename to YAKTA-ArrowQuip Pricebook

• We need to import the products here

• Quote Name should pull from the Opportunity Name automatically, have asked Wassem about this a number of times.

• Finance Company, Finance Program, Finance Details but perhaps it is used on end user pipeline. On Dealer loads or New Dealer it is not required.

• Sales rep needs to get it approved by dealer (this is a current stage). This will be the trigger for production planning to either enter in sage (AQ orders for now until in GF) and Yakta (straight into Goldfinch)

• Remove Description Box

• Prepared for seems a lot of duplicate information, why can’t it pull from the opportunity?

• Same with the address information, I have asked Wassem about this many times, still not been fixed.

• Can we have two buttons at the top – one with Arrowquip logo and one with Yakta – could be generate AQ Confirmation, Generate Yakta Confirmation (same with quotations)