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Sales Lead to Cash process
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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?
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