This workflow automatically imports the latest customer master. The master data held on Google Sheets is automatically synchronised to the choice master in Questetra. Regardless of whether you have the authority to edit the choice master, if you have the authority to execute this flow, you can execute the synchronisation process.
This is an order response process initiated by receipt of a fax mail.
Immediately after the process starts, the order is notified on line.
After confirmation by the sales leader and general manager, if the order amount is $5000 or more, the order is also reported to the executives.
*This system is designed to work with an Internet FAX service that converts received faxes into PDF attachment emails and sends them out.