Caterpillar is requiring email addresses for loyalty surveys and many other items. We need to be able to collect email addresses in iQuote on the sales order. Right now, in the Agreement Editor section of the quote we require the Customer Contact Name and Phone Number. Here, I would just like to add Email Address as an additional field that carries over to the sales agreement. See attached screenshot! Thanks
This was also added from Tony Lucini from Wagner and not Hawthorne. For some reason, Wagner is not an option for the dealer source.
Tony Lucini
This has been added in a recent release.
Similar to IQUOTE-I-134. Please make sure the contact name selected in the quote header pulls in the email address from Sales Link and that this flows to COTI in the deal header up top. Thanks.