Process for creating an Account and Quote from PLAYCLAY CRM

1. Transfer of Information
Create Account & Quote Process
Tools to help Independent
Reps and Distributors Sell More, Sell Easy
& Sell Fast.

2. Goal
Researcher searches a reference and abstract on life sciences and
biomedical topics
Navigate to
https://playclay.io

3. Click on Sign In/Up

4. Enter your
Credentials
Click on Log In
Button

5. Click on Menu
Button

6. Click On Quotes

7. Click On Quote List

8. Click on Create
Quote

9. Click on ‘Select a
Account’

10. Select an existing
Account

11. To create a New
Account click on
‘CREATE A NEW
ACCOUNT’

12. Enter the required
details

13. Click on SAVE
button

14. Click on ‘Select a
Pricelist’

15. Select a Pricelist

16. User can search product
by either Product Code
or Product Name
Select required
quantity

17. Click on cart button

18. User can give
discount to all
products
User can give
discount to
individual product

19. Click on ‘CREATE
QUOTE’

20. User can see the
created quotes from
Quotes page

21. User will receive a mail from noreply@focalcxm.com with an attachment

22. Quote
Attachment