Overview
- Leads can be collected through a web form.
- These leads are converted to customers, contacts and opportunities.
- You can generate an estimate from opportunity.
- Convert the estimate to project.
- Once the milestones gets completed generate an invoice.
Sales process
- Leads can be collected through a web form.
- All leads collecting in Apptivo will be in “New” status.
- If the leads are qualified they can be converted to contact, customer and opportunity.
- Schedule an appointment and get the proposal from customer.
- Generate an estimate from opportunity.
Fulfillment process
- Need to request the customer for approval of estimate.
- At once the customer approved the estimate. Convert the estimate into project.
- The information gets pre populated, add the project budget as “Project Flat Fee” or based on your requirement.
- Complete the milestone and tasks associated with project.
- Generate an invoice from project. Choose the tax code based on the territory in the invoice creation page.
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