Retail Buyer Transaction Lifecycle (Fall '23)
Amber Kahr
27 steps
56 seconds
Salesforce
1
Click here.
2
Click this icon.
3
Complete required fields.
4
Click "Save"
5
Click "Create new..."
6
Complete the required appointment fields.
7
Click "Save"
8
Click "Show more actions"
9
Click "Appointment Assignment Form"
10
Assign the appointment to a different user.
11
Click "Save"
12
Click "Post Appointment Form"
13
Fill out Required fields.
14
Set Agreement Signed at Appointment to "Yes".
15
Set Proposal Made to "Yes"
16
Click "Save"
17
Click "Buyer Signed Form"
18
Fill out the required fields.
19
Click "Save"
20
Open the newly created Agreement record.
21
Click "Buyer Escrow Form"
22
Fill out the required fields.
23
Click "Save"
24
Open the newly created Escrow record.
25
Click "Buyer Closed Form"
26
Fill out the required fields.
27
Click "Save"
Retail Buyer Transaction Lifecycle (Fall '23)
Amber Kahr
27 steps
56 seconds
Salesforce
1
Click here.
2
Click this icon.
3
Complete required fields.
4
Click "Save"
5
Click "Create new..."
6
Complete the required appointment fields.
7
Click "Save"
8
Click "Show more actions"
9
Click "Appointment Assignment Form"
10
Assign the appointment to a different user.
11
Click "Save"
12
Click "Post Appointment Form"
13
Fill out Required fields.
14
Set Agreement Signed at Appointment to "Yes".
15
Set Proposal Made to "Yes"
16
Click "Save"
17
Click "Buyer Signed Form"
18
Fill out the required fields.
19
Click "Save"
20
Open the newly created Agreement record.
21
Click "Buyer Escrow Form"
22
Fill out the required fields.
23
Click "Save"
24
Open the newly created Escrow record.
25
Click "Buyer Closed Form"
26
Fill out the required fields.
27
Click "Save"
