WRITTEN WALKTHROUGH
Complete the workflow step by step.
01
Review proposal status
Open the customer and confirm whether the proposal is Draft, Sent, Viewed, Accepted, Deposit Paid or Declined.
Why this mattersStatus determines the most appropriate customer action.
SALES CRM
TOOL SHOWNConnected workflowCreate proposal from plan
02
Open the workflow panel
Use the contextual workflow toolbar after a proposal, plan or follow-up action is completed.
Why this mattersThe panel recommends relevant next steps based on the current workspace and available subscription modules.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
03
Choose the next action
Schedule a quote review, send a prepared email, create a meeting, request payment or move approved work into installation scheduling.
Why this mattersRecommended actions reduce the gap between a completed task and the next customer commitment.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
04
Respect module access
Users see working actions only for modules included in the current demo, trial or membership. Other tools present an upgrade path.
Why this mattersThe workflow remains useful without giving unauthorized access to separate software subscriptions.
SALES CRM
TOOL SHOWNTeam accessSave permissions
05
Close the loop
Complete the action, record the result and verify the customer stage or project status updates.
Why this mattersThe pipeline should reflect real activity instead of manual status guesses.
SALES CRM
TOOL SHOWNCustomer workspaceSave activity
COMPLETION CHECK
Confirm the result before moving on.
- Proposal status matches customer activity
- Recommended actions fit the current stage
- Unauthorized modules do not open
- Completed action updates the record