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Sales Lead to Cash process
Updated: 7/14/2018
Sales Lead to Cash process
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Storyboard Text

  • Sam is selling CAM to Acme Inc. as part of a new opportunity.
  • Before he can sell, he needs all the items in his territory to be available in Salesforce
  • He creates a quote in Salesforce with the products and discounts and sends for approval.
  • Once the quote is approved, he closes the opportunity and expects it to sync with NetSuite successfully for invoicing.
  • The auto-sync creates Sales Order in NetSuite and fetches a the NetSuite Sales Order ID back. 
  • NetSuite ID = Success
  • In case the sync has an error, Sam would report to his integration admin / IT and they would contact Celigo support. He'd like to know if it is safe to retry and how?
  • Sync Error!!
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