Customer Service Rep

Role name in the system: Katekile Customer Service Rep

Front-line sales administrator. Prepares Quotations (you are recorded as the quotation Owner), sends them for approval, revises them when the Sales Manager sends them back, and converts approved quotations into Sales Orders with the card job details.

Typical tasks

• Create Quotations and send them for approval
• Revise quotations marked Need Improvements and re-send
• Create and submit Sales Orders, including the File Information (chips model, card range, personalisation requirements)
• Create Customers, attach KYC documents and send for verification
• Work Leads, Opportunities, Prospects and Contacts
• View Sales Invoices for your customers

Your menu

This is the sidebar a user with only this role sees.

Menu group	Links you see
Overview	Home Dashboard, To Do
Sales	Sales Dashboard, Quotations Dashboard, Quotation List, Sales Order List, Sales Invoice List
CRM	CRM Dashboard, Leads & Pipeline, Customer Analysis, Customers, Leads, Opportunities, Prospects, Contacts
Reports	All Reports

What you can do — permissions

Document	Read	Create	Edit	Submit	Cancel
Lead	R	C	W	n/a	n/a
Prospect	R	—	W	n/a	n/a
Opportunity	R	C	W	n/a	n/a
Customer	R	C	W	n/a	n/a
Contact	R	C	W	n/a	n/a
Quotation	R	C	W	—	—
Sales Order	R	C	W	S	X
Sales Invoice	R	—	—	—	—
Supplier	R	—	—	n/a	n/a
Material Request	R	—	—	—	—
Request for Quotation	R	C	—	—	—
Purchase Order	R	—	—	—	—
Purchase Invoice	R	—	—	—	—
Item	R	C	W	n/a	n/a
Payment Entry	R	—	—	—	—
Account	R	C	W	n/a	n/a

Supporting records (23)

Document	Read	Create	Edit	Submit	Cancel
Accounts Settings	R	—	—	n/a	n/a
Address	R	—	—	n/a	n/a
Bin	R	—	—	n/a	n/a
Campaign	R	C	W	n/a	n/a
Company	R	—	—	n/a	n/a
Competitor	R	C	W	n/a	n/a
Currency	R	—	—	n/a	n/a
Customer Group	R	—	—	n/a	n/a
Employee	R	—	—	n/a	n/a
Industry Type	R	—	—	n/a	n/a
Lead Source	R	—	—	n/a	n/a
Market Segment	R	C	W	n/a	n/a
Opportunity Type	R	C	W	n/a	n/a
Page	R	C	W	n/a	n/a
Quotation Lost Reason	R	—	—	n/a	n/a
Sales Taxes and Charges Template	R	C	W	n/a	n/a
Task	R	—	—	n/a	n/a
Terms and Conditions	R	C	W	n/a	n/a
Territory	R	C	W	n/a	n/a
Theme Settings	R	—	—	n/a	n/a
ToDo	R	C	W	n/a	n/a
UOM	R	—	—	n/a	n/a
Warehouse	R	—	—	n/a	n/a

n/a — this document type is not submitted; saving it is final.

Approval rights

Document	From state	Action	To state	Condition
Quotation	Draft	Send For Approval	Pending Approval	any user, only the quotation Owner
Quotation	Need Improvements	Send For Approval	Pending Approval	only the quotation Owner
Customer	Draft	Send For Verification	Pending KYC Verification	any user
Customer	Pending KYC Verification	Approve	Approved	any user
Customer	Pending KYC Verification	Incomplete Data	Incomplete Data	any user
Customer	Incomplete Data	Send For Verification	Pending KYC Verification	any user

Step-by-step guides for this role

• Quotations & Approval
• Sales Orders
• Customers & KYC Approval
• Leads
• Opportunities
• Sales & CRM Dashboards