...
Current Process | New Process | Comments |
|---|---|---|
Leads | Contact Us? | Web forms, credit applications, Should we use Zapier tool? Waseem Khan Need a few different statuses, a lot of guidance for each status. Unqualfiy, or converted to an opportunity |
Opportunities/Tag and Title cases | Projects | leave projects open, until order, shipment, invoice, tag and title work is completed |
Quotes ??? | Sales Quotes | Movement to an On Hold bin??? |
Fields on the Opportunity | Allocation on SQ | Allocation will impact inventory availability |
Order | Sales Orders | SO will impact the Supply Plan |
Pickup Cases | Whse Shipments | from yard to delivery Record Type for Trailer for more fields vs. QC tasks vs another custom object |
Sales Invoices |
Next To Dos
Waseem to Work on Contact us table
Alex to work on reviewing/testing Project/Status/Secondary fields