Summary:
This FAQ outlines how to search for and use Lenovo Vendor Deals in CRM, including locating Lenovo agreements, selecting contracts, importing eligible products, and creating quotes more efficiently.
Table of Contents:
How Can I Search for a Lenovo Vendor Deal?
How Do I Identify the Correct Lenovo Contract for a Quote?
How Is Vendor Deal Information Used During Quote Creation?
When Do I Need to Complete Customer Validation for Lenovo Quotes?
Question 1: How Can I Search for a Lenovo Vendor Deal?
Answer: You can search for Lenovo vendor deals using any of the following identifiers:
Master Contract Number (MCN)
Contract Number (Deal ID)
BR Number
Using these search options helps you quickly locate the appropriate Lenovo agreement needed for quote creation.
Question 2: How Do I Identify the Correct Lenovo Contract for a Quote?
Answer: The search results provide details about matching vendor deals, making it easier to identify the appropriate contract for your customer and quoting requirements. Once you've selected the correct contract, eligible products can be imported into your CRM quote.
Question 3: How Is Vendor Deal Information Used During Quote Creation?
Answer: When you select a vendor deal, the associated product and contract information flows directly into the quote creation process. This helps reduce manual data entry and ensures the quote is created using the selected Lenovo agreement.
Question 4: When Do I Need to Complete Customer Validation for Lenovo Quotes?
Answer: Customer validation does not need to be completed before starting a Lenovo quote. You can proceed with quote creation and complete customer validation later in the Quote-to-Order process, providing greater flexibility throughout the workflow.