Articles
Create Prospect Accounts and Leads (Sales CRM Workflow)
The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
Proposals and Service Contracts (CRM Sales Workflow)
Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
Manage Sales Pipelines and Follow-ups (CRM Sales Workflow)
This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Crea...
Closing a Sale and Lost Sales
The last part of the sales CRM workflow involves capturing signatures from both the customer and service provider, verifying the contract was updated to a sold status and the account was updated from 'prospect' to 'active'. Prerequisites: Review...
Next Steps - Servicing Hand-Off (Sales CRM Workflow)
This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to closi...