From a sales perspective, most of the work is done before the deal is sealed. Before the sales agreement is signed, there has already been correspondence and negotiations with the customer. All this generates a lot of information that needs to be stored somewhere. After the deal is made, other departments like design, purchasing, and production start their work. At that point, it is essential to have information about what the customer has requested and the terms under which the sale was made.
Project
The easiest way to manage the information generated during the sales process is to create a project in Flow. This project can include all important emails, meeting notes, and customer details that influenced the deal. This way, the things agreed upon during the sales process and customer requests that are important for the design remain organized under the project. The information is accessible to everyone who needs it.
A Trace Remains
The project status informs Flow users whether a quote has been made, a deal sealed, or if the project has progressed to the design phase. Even if the sales effort does not lead to a deal, it is still worthwhile to create a project. The customer might return later and refer to the previous quote, and the information will be needed for the new contact. Flow retains information about whom the quote was sent to, what was discussed, and what was offered.
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