Verification (by superior)

Verification is used for approving of individual items of proposal by superior operator before sending the final proposal to customer.  It is realized by operator with necessary privileges in CDESK, checking the box in line “Approved by superior” and clicking on the Verify button he approves items in the proposal. When he changes the request status to “In negotiation”, system generates an e-mail for customer about creating the proposal in request and waiting for expression – accepting the offer by customer. If the operator deals the payment conditions by e-mail or by phone, he can accept this proposal by himself.

Verification of proposal by superior and setting the status of request to 'In negotiation'

Image: Verification of proposal by superior and setting the status of request to 'In negotiation'

Only operators with following roles can verify the proposal:

Helpdesk – superior

Technician – regular

Technician – general