Discover the learning path that’s right for you

Applying a Scenario to a Deal

Autosoft -

Once the customer has decided on a scenario, you can easily apply the scenario to the deal.

Step 1. Work the scenarios for your deal, and once you've created the scenario that works best for the customer, click the Apply button at the bottom of the scenario the customer has selected.

Step 2. A green "Success" message verifies that the scenario has been applied, and you're returned to the deal's Desking page, where the details of the scenario have been applied. 

Step 3. Click Save to commit the changes to the deal. 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk