Actions

C401

Difference between revisions of "C401"

 
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* Auto-renewal ([[t:HTLT]]) - Next step is generally to [[ss:C403|Submit the Renewal Offer]] to the customer
 
* Auto-renewal ([[t:HTLT]]) - Next step is generally to [[ss:C403|Submit the Renewal Offer]] to the customer
 
* Personal outreach [[t:LTMT]] - Next step is typically to [[ss:S402|Develop a Renewal Offer]]
 
* Personal outreach [[t:LTMT]] - Next step is typically to [[ss:S402|Develop a Renewal Offer]]
* Formal proposal ([[t:LTHT]]) - Next step is generally to [[ss:S401|Initiate Formal Sales Renewal]] processes
+
* Formal proposal ([[t:LTHT]]) - Next step is generally to [[ss:S401|Initiate the Formal Sales Renewal]] process
 
<ins>
 
<ins>
 
[[Link::t:I2O]]
 
[[Link::t:I2O]]
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|name=Receive Request
 
|name=Receive Request
 
|level=3
 
|level=3
|sort=C40100
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|sort=3340100
 
|parent=ss:C4
 
|parent=ss:C4
 
|description=Receiving the renewal request from the customer or sales agent. This includes selecting the appropriate renewal method
 
|description=Receiving the renewal request from the customer or sales agent. This includes selecting the appropriate renewal method

Latest revision as of 14:42, 27 October 2021

The activities associated with receiving the renewal request from the customer or sales agent. This includes recording the request, selecting the appropriate renewal method and forwarding the request to the appropriate sales agent or team or automated process.

This page needs to be updated. Please participate in the discussion at the Receive Request Discussion Page.

Use Cases

Example renewal methods include:

Inquiry-to-Order

Hierarchy

IDNameLevelx
C4Contract Renewal2C4
C401Receive Request3C401

Term(s)

IDNameClearx
I2OInquiry-to-OrderI2O

Workflow

FromInput(s)
Process
Output(s)To
C401
wf_arrowwf_process
Renewal Request For QuoteC402
Renewal Request For ProposalS401
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Receive Request Contract Renewal 3340100 3 Sales & Support, Renewal, Receive, Request, Case Management, Log Request Receiving the renewal request from the customer or sales agent. This includes selecting the appropriate renewal method