Sample Workflow of an Email Interaction

In R2 We created the following:

1. Four Employee profiles with Planner and Salesperson as the position. The names of the profiles are as follows:

   1. Michael Ross

   2. Harvey Specter

   3. Rachel Zane

   4. Donna Paulsen

2. A Company/Customer named V. B International and added Jessica Pearson as the primary contact. See Here

3. The we used Michael Ross' login to create an Opportunity in the name of 'V. B  International' with the following details.

Show below is a hypothetical E-mail exchange happened between the 4 Opportunity handlers and the Customer Contact.

Step 1: Communication initiated by the Customer's Representative (Opportunity Contact).

Step 2: Responded by Opportunity Owner, with instruction/ to-do items for Salespersons..

Step 3: Further responded by another Salesperson, with some decision points or action items.

Step 4: Further responded by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.

Step 5: Another response by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.

Step 6: Finally an approval by Opportunity Contact. Keeping everybody in the loop.