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Sales & CRMContacts & Leads
Every enquiry. A next step. A quotation. One register of customers and suppliers, and a pipeline worked through to quotation.
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Introduction
Every enquiry gets a next step, and the good ones become quotations.
My work: What is late, what is due today
My work shows what is late and what is due today.
Pipeline: Contacted means they were reached
Each stage has its rule: Contacted means someone spoke to them.
New lead: Caught before it is added twice
A duplicate is caught before it is added.
Qualify: Cold to hot in one move
Rate fit and need, and the score follows.
Won: The customer linked, the quotation raised
Mark it won, and the quotation is raised.
Wrap-up
I.S ERP Contacts and Leads.
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