Lead Estimate Requests Process

Process:

1. Open the opportunity and click on the "Request Intent Estimate" button on the top right side of the screen:

2. Fill out the necessary information. Once done, click on "Next".

Note- If a required field isn't filled out, you will not be able to move on to the next stage of the process.

Closed-Accepted Status:

Prior to moving a leads opportunity to "Closed-Won", make sure to move the estimate request to "Closed-Accepted" status.

Once a lead request has the status of “Closed-Accepted”, it should be added to the field “Affiliate Leads Estimate Request” of the relevant opportunity product/case for easy access by CS and/or Delivery.

Meaning, if there is a lead request which only has the status of “Closed” when the opportunity is marked as “Closed-Won”- the request shouldn’t be added to the “Affiliate Leads Estimate Request” field in the relevant opportunity product and case.

Additionally, when an opportunity is moved to “Closed-Won” and there are multiple lead requests and none have the status of “Closed-Accepted”, a pop-up notification will appear for the Opportunity Owner who is trying to update the opportunity status to “Closed-Won” which says:

“Please select a lead estimate request to have the status of “Closed-Accepted”.”

The Opportunity Owner will not be able to move the opportunity to “Closed-Won unless all of the opportunity’s PeerIntent or Signal lead products have an associated lead request with status “Closed-Accepted”.