Back
Internal Request- Sample Requests
Creating a Sample Request In Salesforce.com, go to the lead or contact you want to send your samples to and click “New” under the internal requests. You can also click the “Internal Requests” tab, then click “New”. A window will pop up asking you to select your record type. Select “Sample requests” and click next. If going through the internal requests tab, enter the name of the lead or contact. Select Fedex Ground as the shipping method. Using Overnight shipping must be pre-approved before submitting your request by emailing Gino Auletto/Lisa Hamon. If you want to include any marketing materials, select those from the marketing picklist. If you have any notes or comments to include about how/where the samples need to be completed or shipped to, you can use the “Other Notes & Comments” section. If your sample needs to be sent to a different address than the business address under your lead or contact, you’ll add this information to this section. Select your system type, AKA the type of samples you’d like to send. Click “Save”. You have now generated you request. Next, you will need to add fragrances to your request. Adding Fragrances to Sample Requests Click the “Fragrance Selection” tab, then click “New”. Use the search bar to look up fragrances by name or sales number. Next, click “Save & New” until you have all your fragrances added. To complete, click “Save”. To complete your request, click “Submit for Approval”. Once your request has been approved you will receive an email confirmation. You will also receive an email confirmation when your samples are out for shipping.
Marketing Picklist
Watch a video
Powered by FlippingBook