Changes

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.

==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 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, [[Waste Management Solution - Quotations|click here]].