Replacement/Project Workflow
New Lead - Lead has been entered, this could be any opportunity to visit a property
Call / Meeting - Meeting or call with the prospect, to understand what the opportunity entails
Site Inspection - Site visit, or inspection of the building
Propose Project - Sales rep believes roof replacement or project is best next steps
Measurements - Pending measurements
Estimating - Estimate, Proposal
Estimate Ready - The estimate has been put together and handed back to the sales rep
Quote Replacement - Sales rep reviews, and ensures CP is updated with quoted amount and details
Presented - Sales rep delivers to the customer, it's officially quoted
Pending - The client has not decided on moving forward
Accepted - The client decided to accept the job
Declined - The client declined the job
Repair/Service Workflow
New Lead - Lead has been entered, could be any opportunity to visit a property
Call / Meeting - Meeting or call with the prospect, to understand what the opportunity entails
Site Inspection - Site visit, or inspection of the building
Propose Repairs - Sales rep believes quoting repairs is best for the customer, puts repair list together through "site bid"
Site Bid Approved - Service manager approves the repairs and pricing
Presented - Sales rep delivers the proposal
Pending - The client has not decided on moving forward
Accepted - The client decided to accept the job
Declined - The client declined the job
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