DA-C03-L02 · 03 · Sales & Customer Communication · Module 03 · Follow-up and customer memory
Keep quote versions and next actions clear
Keep each opportunity's current quotation, customer decisions and open questions together, so follow-up has a clear purpose, an owner and a date from the first estimate onward.
Approx. 12 min readIntermediatePartner account
Your output
An opportunity record with one current version and one next action.
Best for
Partners managing several quotations, handovers or customer conversations.
Learning record
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Completion records personal progress only. It is not project approval, dealer authorization or production release.
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