3.7.4 - Notify Sales Person on Offer creation

General Description of the Feature

The feature introduces a new External Function, that can be used in all the Retail Sales Workflows at the transition of the Offer creation, that are related with VOIs from the Inventory.

When a User creates an Offer in such a Lead/Opportunity,

• notifications should be send to each user (including the user that triggered this), for each other Lead they have matching, the VOI as the Lead that triggered this.
• the notifications should be with the following format: "<SP Name triggered it> Created an offer for the following vehicle "<Vehicle Code>"."

  Example: "Korina Charokopou Created an offer for the following vehicle "1000962"."

Business Benefit

Users can be notified each time a new Lead with the same VOI is creating an Offer for a BP.

Configuration 

Workflow:

External Functions

• Notify All Sales Persons That Have Lead With Same Vehicle About New Offer: Send a bell notification to each user (including the user that triggered this), for each other Lead they have, matching the VOI as the Lead that triggered this.

Additional Information

• Feature No.:  RWZC-123 - Getting issue details... STATUS
• Test Case No.:  RWZC-136 - Getting issue details... STATUS