The Capture Team (aka Vetting & Forms) handles general customer information requests and questionnaires, including Standardized Information Gathering (SIG) questionnaires. In order to submit your customer’s request, you must create an opportunity in Salesforce that contains the relevant information and then attach the questionnaire to that opportunity record.

Please note: if there are detailed questions about a technical solution the customer has or is considering as a purchase, the capture team will route that back to the account manager so they can engage a sales engineer/solution architect to address those questions.

For additional assistance and instruction, please reach out to the Capture team as they are the owners of this process. You can find their team info on the SharePoint site linked below.

RESOURCE LINKS:
Capture/Vetting & Forms SharePoint
Vetting Quick Reference Guide - SalesForce to Convert to Capture.pdf – this has links to additional instructions.
What do I do with Customer Questionnaires - Word Doc detailing the above information along with some FAQs
Contracting Operations Salesforce Reference Guide - This training guide outlines the Contracting Operations case types, which requests fall under these case types, and Vetting coverage model.

If you do not have an existing sales person working with this customer that already has access to Salesforce, you can click the link below and create a ticket in the “Salesforce Access Request” button: IT Enterprise Applications - Service Portal