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Retail Buyer Transaction Lifecycle (Fall '23)
Amber Milks
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0 step
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56 seconds
Salesforce
1
Click here.
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Click this icon.
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Complete required fields.
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Click "Save"
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Click "Create new..."
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Complete the required appointment fields.
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Click "Save"
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Click "Show more actions"
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Click "Appointment Assignment Form"
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Assign the appointment to a different user.
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Click "Save"
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Click "Post Appointment Form"
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Fill out Required fields.
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Set Agreement Signed at Appointment to "Yes".
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Set Proposal Made to "Yes"
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Click "Save"
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Click "Buyer Signed Form"
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Fill out the required fields.
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Click "Save"
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Open the newly created Agreement record.
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