Changes

The BXP Waste Management Solution automatically graduates prospective system tracks clients into customers when a sale is agreed upon with themthroughout every stage of the CRM pipeline. This article will cover this process from start to finish with a single example to demonstrate how a client enters Clients enter the system pipeline as a prospectnew prospects, receives are sent quotations and once a quote and sale is moved into the customer pool after acceptingagreed on become customers.

This ==CRM Pipeline==The process referred to as the CRM Pipeline in this documentation and is divided into three stages: [[Waste Management Solution - Prospects|Prospect - A prospective client is entered into the system as Prospect.]] [[Waste Management Solution - Quotations|Quotation - The Prospect is issued a Quote.]]    ==Walkthrough==The first step when registering a new client is to log them as a prospect, you can do this by opening the prospects menu via the control bar, then selecting New Prospect and filling in the required details. For detailed documentation on this process, [[Waste Management Solution - Prospects|click here]].  Once a prospect is created you can proceed immediately to the Quotations tab to open a quote for this prospect, otherwise you can return at a later stage using the All Prospects or My Prospects option from the control bar.  To create a quote for this prospect, open the Quotations tab and click the Create New Quotation button, fill in the details of the quote, and then click save. For detailed documentation on this process, click here.  4.If the customer has already agreed to the quote you can confirm by setting the status to Sale Made.<br />Otherwise you can revisit this quote later by returning to this prospect and clicking on the view existing quotations button under the Quotations tab<br />You can also use the All Quotations or My Quotations options under the Quotations section of the controlbar. 5.Once a quotation has been updated to sale agreed, the client will now be registered as a customer and will no longer appear as a prospect.<br />You will still be able to modify their detaisl and add new quotations and appointments under them via customers section of the system, accessible via the Customers option on the control bar.