Customer Opportunities
How do I respond to a customer request?
Review the request, clarify the customer's needs, and use the available response or quote action.
Steps
Open the request
Review the customer's service need and request context.
Clarify important details
Ask only for information needed to understand scope, timing, and location.
Use the available response
Send a message or quote through the current request workflow.
Keep the record current
Update status and communicate material changes in NexSara.
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