Sample Workflow of an Email Interaction
In R2, we created the following:
Four Employee profiles with Planner and Salesperson as the position. The names of the profiles are as follows:
Michael Ross
Harvey Specter
Rachel Zane
Donna Paulsen
A Company/Customer named V. B International and added Jessica Pearson as the primary contact.
The we used Michael Ross' login to create an Opportunity in the name of 'V. B International' with the following details.
E-Mail Recipient's Profile | Person's Name |
Opportunity Owner | Michael Ross |
Opportunity Contact | Jessica Pearson |
Salesperson 1 | Harvey Specter |
Salesperson 2 | Donna Paulsen |
Salesperson 3 | Rachel Zane |
Figure 1.0: Opportunity screen
Shown 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).
Figure 2.0: Communication initiation
Step 2: Responded by Opportunity Owner, with instruction/ to-do items for Salespersons.
Figure 2.1: Response by Opportunity Owner
Step 3: Further responded by another Salesperson, with some decision points or action items.
Figure 2.2: Further response by another Salesperson
Step 4: Further responded by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.
Figure 2.3: Further response by another Salesperson
Step 5: Another response by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.
Figure 2.4: Further response by another Salesperson
Step 6: Finally, an approval by Opportunity Contact. Keeping everybody in the loop
Figure 1.5: Final approval by Opportunity Contact by keeping everybody in the loop