Rental Inquiry & Quotes: Difference between revisions
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This is the minimal information we need at this point before we can proceed: | This is the minimal information we need at this point before we can proceed: | ||
* Client Contact Info: Name, email, telephone | * Client Contact Info: Name, email, telephone (we have an online form they can fill out in the email template) | ||
* Dates of rental: Pick-up date, usage dates, return date | * Dates of rental: Pick-up date, usage dates, return date | ||
* Type of project: Feature, Commercial or Student Production | * Type of project: Feature, Commercial or Student Production | ||
| Line 17: | Line 17: | ||
# [[Add Items to Opportunity]] | # [[Add Items to Opportunity]] | ||
# [[Email a Quote]] | # [[Email a Quote]] | ||
Once Quote is approved, proceed with [[Order Processing | Order Processing]] | |||
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Updated: 11-01-2021 | |||
Latest revision as of 05:17, 2 November 2021
Rental Inquiry & Quotes is generally handled by the Rental Desk (i.e. Sales).
Handling Rental Inquiry
A potential client contacts us and wants to know how much it will cost to rent equipment. We will need to generate a quote to answer their query.
This is the minimal information we need at this point before we can proceed:
- Client Contact Info: Name, email, telephone (we have an online form they can fill out in the email template)
- Dates of rental: Pick-up date, usage dates, return date
- Type of project: Feature, Commercial or Student Production
- List of Equipment
This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS
Steps to Create a Quote
Once Quote is approved, proceed with Order Processing
Updated: 11-01-2021