WRITTEN WALKTHROUGH
Complete the workflow step by step.
01
Verify authorization
Confirm the signed proposal, required deposit and exact approved scope are attached to the customer.
Why this mattersOperations should never schedule against an unapproved or outdated quote.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
02
Create the installation project
Move the record to Approved or Scheduled and select the installation workflow.
Why this mattersThe customer leaves the active sales queue while remaining visible to authorized operations users.
SALES CRM
TOOL SHOWNCustomer & projectSave customer record
03
Assign the field team
Choose the project manager, technician or crew and grant access to the necessary plan, proposal, address and notes.
Why this mattersField users receive project data without seeing unrelated sales or customer records.
SALES CRM
TOOL SHOWNTeam accessSave permissions
04
Schedule and communicate
Set installation dates and duration, then send the customer the prepared confirmation with expectations and access requirements.
Why this mattersThe customer and crew receive one consistent plan for the work.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
05
Review operational metrics
Monitor captured leads, proposals sent, accepted work, overdue follow-ups and scheduled installations from the master dashboard.
Why this mattersOwners can see where revenue and workflow are moving without exposing all data to every employee.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
COMPLETION CHECK
Confirm the result before moving on.
- Approved scope and deposit are verified
- Field users have only required access
- Installation is on the shared calendar
- Sales lead no longer appears as an open unsold opportunity