Move leads from New to Qualified, attach notes, send proposals, convert accepted work into estimates and invoices.
Search Knowledge Base Articles
Recommended sales workflow
Did you find this article useful?
Related Articles
-
Proposal review checklist
Review scope, value, timeline, payment terms, implementation risks, and next decision owner before m... -
Lead qualification sample
Capture budget, authority, need, timeline, modules required, and reporting expectations in notes bef...