B2C Customer approves quote (SOP)

Many services require a quote to be approved before booking.  A customer can approve a quote via a webform in Customer Support, email or phone. 

When a customer approves a quote

1. Create booking from quote in AP using preferred service date & earliest start time

1. Enter alternative date and time options in special instructions
2. Use macro: B2C Customer confirm quote approved and ensure the price is entered → ticket is solved

*This booking is unpaid

Escalate to sales team to collect payment