The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote Lines and then the team selects the Ordered checkbox.
What updates should the sales operations team expect?
The sales team at Universal Containers wants more control over the Product Information that is displayed on the Quote Template output. Specifically, the team wants to stop displaying the Additional Discount column based on the needs of the transaction.
How should an admin meet the requirement?
Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has created a Product Rule with a Configuration Rule.
Which additional supporting records should the Admin configure so the Product Rule meets this requirement?
Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.
What should the Admin do to simplify this process?