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This article will cover this process from start to finish with a single example to demonstrate how a client enters the system as a prospect, receives a quote and is moved into the customer pool after accepting.
[[File:WasteManagement-Pipeline.jpg|800px]]
==CRM Pipeline==
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 quotation has been updated to sale agreed, the client will now be registered as a customer and will no longer appear as a prospect. You will still be able to modify their details and add new quotations and appointments under them via customers section of the system, accessible via the CRM option on the control bar. For detailed documentation on Customer Management, .