Our sales manager had a good idea that perhaps dealers using iQuote and COTI would like. We are using COTI to submit RPO deals to be set up, contract created, etc. RPO is a type in COTI. We are interested in an automated process that when the deal is submitted and WON in COTI, it creates a new opportunity in SL with a deal date of the number of months out on the conversion based on the form the rep completed when submitting the deal. If it's a 6 month RPO, it would create an opportunity out 6 months. One issue is that there is currently no way to ID an RPO Conversions in the Opportunity view other that the description field. Perhaps a type field could be brought in. Also, need a way to calculate the value of the conversion. It could be a field in the submission form that the rep manually fills out or perhaps it could be approx. calculated.
Mike Love
