Easily Remove Smart Field from the Sales Representative Agreement

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How to Remove Smart Field from the Sales Representative Agreement

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hi this is Lucas with my service Depot here today to talk to you about how you can manage service agreements with smart service if you are interested in purchasing this module please docHub out to the help desk or your sales representative this module is designed to help you manage your customers residential and commercial contracts while items and services are covered by these contracts when these contracts will expire and who to call to renew the contracts once youve purchased the service agreement module you will need to enter the setup window in smart service choose the service agreement tab in this tab we will first enable the service agreement module by clicking enable service agreements you may wish to rename your module to something else such as maintenance guarantee you can do so by typing a custom name in the heading box field next we will select our terms for service on the bottom left-hand side of our agreement and select our terms for payment on the bottom right-hand side

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How do I amend an opportunity in Salesforce?

Amend a Contract from an Opportunity Create an opportunity for the amendment. From the opportunity, click Amend Contract. Choose a contract, and then click Select. Review your subscriptions, and then click Amend. Adjust the quantity of the quote lines from your original quote or add products, and then save your changes.

How do you terminate a sales rep agreement?

Dissolve the agreement per the contract terms. This often means sending a letter to the sales rep. You may decide to dissolve the contract in person or by phone and follow up with a letter. In any case, there should be no ambiguity in your communication to the sales rep.

How do you modify quote terms in Salesforce?

You can modify a quotes terms by selecting Modify Terms from a quote record, which takes you to the Modify Quote Terms page. Choose a template to see all the terms associated with that template. Select the text box for a term to edit it.

How do I remove a primary quote in Salesforce?

Note: Once a quote is marked as the primary quote, you cannot change it to a non-primary quote. To change a primary quote to a non-primary quote, you must mark another quote as the primary quote.

What should be included in a sales agreement?

Elements of a sales agreement Buyer and seller names and contact information. Description of goods, services, or property being purchased. Payment amount, dates, and method. Liability of each party in the case of loss, damage, or delivery failure.

What is the default quote validity in CPQ?

The quotes expiration date equals the quotes creation date plus the default quote validity value. For example, if a quote is created on June 1, 2021, and the default quote validity is 28, the quotes expiration date is June 29, 2021. If the default quote validity is null, the quotes expiration date is null.

What is the default subscription term in CPQ?

Subscription Terms The CPQ package setting Subscription Term Unit controls whether the term is in months or days, and defaults to months.

How do I turn off quote contact defaulting?

Go to Setup | Installed Packages. Click Configure next to Salesforce CPQ package. From Quote tab, uncheck Disable Quote Contact Defaulting and click Save.

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Remove Smart Field from the Sales Representative Agreement