Sales Rep source for updates and training.
QUOTE SUBMISSION CHECKLIST. Before submitting a quote to your CSR, please complete the following details. This helps us process orders faster with fewer delays and follow-ups!. Style – Confirm that the correct product style has been selected. Reminde
Embellishment Submission Guidelines. *IF NOT FOLLOWED, WE CAN NOT CONVERT ORDER*.
At the end of the day, all requests go on the same list. However, there is a key difference:. Reps must keep an eye on their priority orders and ensure that Production and Customer service are aligned. If there are concerns, we recommend flagging the
If a customer requests to receive their order earlier than the estimated ship window we are providing, the following steps must be followed:. Rush Request Form Submission:. Rush Fee Requirement:. Submission Timing:. Payment Confirmation:. Licensing O
Please review all the files on the Boathouse Licensing Center HubSpot page. To find this page, you search ‘Boathouse Licensing Center’ in HubSpot. It is set up as a company page. Click HERE.
What Is Considered a Reorder?. An order qualifies as a reorder if:. TRAINING VIDEO LINK. Important: You can only copy a quote if it meets the reorder criteria above. Copy the Quote:. Update the Configurator for Each Line Item:. Enter Names and Number