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How to submit a sales order for report customization?

April 26, 2017Customization report sales submit

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How to submit a sales order for report customization?

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To ensure proper credit – both for your commission and addition to your accumulated sales, do the follow when submitting a sales order for report customization. • After confirming with your client to go ahead, use the quote to complete the BillQuick Advisor Order Form. • Submit the form to the Channel Manager. Custom templates will be delivered within 10 business days. NOTE: If you verbally accept the quote and give the go-ahead to the BillQuick Report Team Manager after discussing the work, be sure to inform the Channel Manager. NOTE: The BillQuick Advisor Order Form is included in each Advisor’s Welcome Pack. Also, you can download a copy from the Marketing & Consulting Resources blog page. Advisors: Remember that you are commissioned on all product and service sales delivered to BQE Software. This includes consulting services.