Pre-Sales Stage Process Overview
# | Stage | Modules | Required Master Data |
1 | Lead Found | Opportunities | 1. Sales Cycle 2. Contact |
2 | Potential customer request project schedule | Jobs (i.e. Customer Project Schedule) | |
3 | Potential customer request for quotation | Sales Quote | 1. Customer 2. Item |
Stage 2 - Potential customer request project schedule - Create Job
Create Job – customer project schedule by request.
Step 1 - Open the Opportunity Card, Select New in Job No. pull down menu
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