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 | ||
* Dates of rental: Pick-up date, usage | * 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 | ||
* List of Equipment | * List of Equipment | ||
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This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS | 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 = | ||
[[Create a Quote]] | # [[Create a Quote]] | ||
# [[Add Items to Opportunity]] | |||
# [[Email a Quote]] | |||
[[Add Items to Opportunity]] | |||
[[ | |||
Revision as of 06:50, 31 March 2020
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
- 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