1
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Adding a new lead
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There is the number of sources to get a lead i.e. website, phone inquiry, cold call, self-created, r
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On browser
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For that required following steps to flow.
Lead with account
Login into CRM then click on app
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2
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In CRM The user has a feature to add a contact for the communication, reminder, and interactio
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Add Contact
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In the contact module, the user can add a new contact.also, the user can associate the account with
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3
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Add account
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Add a new account feature is also available in account module.user can add an account from the Accou
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On browser
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The user can add a new account from the web browser. the account is one of the measuring module
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4
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Log an interaction
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Log an interaction - user can log an interaction in an account, contact, lead, an order etc.interact
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On browser
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Record call
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5
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Schedule a followup from interaction menu
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On browser
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Schedule a follow-up - schedule a follow-up within an interaction. Users can log an interaction for
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Planned interaction
Record interaction
Interaction records
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6
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Qualifying a lead
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On browser
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Qualify a lead:- In CRM user can add a lead and each lead have an account. when a user creates a lea
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Lead initial stage
Lead secondary stage
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7
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Adding a new opportunity
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On browser
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Adding a new opportunity:- user can add a new opportunity direct and associate that opportunity to a
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Add opportunity
Select account
Enter values
Added opportunity
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8
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Different stages of an opportunity
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Different stages of an opportunity- an opportunity have many stages in CRM.as user can changes those
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Initial stage
Updated stages
Negotiating stage message
Generated proposal
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Required attribute value
Change stage button
Updated stages
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9
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Working on opportunity pricing
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On browser
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Working on opportunity pricing- In an opportunity User can add the prices, edit the prices, change t
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10
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Maintaining the product catalogue
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On browser
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Maintaining the product catalogue:- the user can maintain the product catalogue in CRM.the user can
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Search product module
Add a product
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11
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Import product in product lines
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Import product in CRM- in CRM user can import the product from excel sheet direct in that user can m
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On browser
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12
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Marking an opportunity as won
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On browser
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Marking an opportunity as won - User can mark an opportunity won if it is won that opportunity
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Prospecting stage
Confirm to change the stage
Validating stage
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13
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Drop an opportunity
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Drop an opportunity- User can also drop an opportunity if any case user lost the opportunity.user ca
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Opportunity initial level stages
Opportunity stages change
Drop table
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Change stages
Drop opportunity stages
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14
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Provide updates on an opportunity
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On browser
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Provide updates on an opportunity- User has right to update his opportunity as per work states there
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Update proposal
Status update
Add address
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