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      Deal creation guideline

      This article provide guideline for sales deal creation and how to create and send quotation

      Stage table:

      Stage Name: Details:
      Appointment scheduled Sales had connected with leads and scheduled first call or meetings.
      Qualified to buy Leads are qalified and recognised as potential customer to our products
      Presentation scheduled Demo or presentation session is scheduled
      Decision maker bought-in Key decision maker had bought-In our solution
      Contract sent Quotation or contract had been sent
      Closed won Customer sign back quotation or contract
      Closed lost Case is lost

      Data input:

      In stage before "Contract Send":

      • Associate relevant Company / Contact
      • Fill-in Company KYC properties (Name, Industry, Identity document ID, address)
      • Attach Company identity document ID (e.g HKBR, HKCI, other countries company registration document)
      • Complete Contact properties (Name, email, phone, role)
      • Log and associate all deal related email conversation
      • Line item are filled with correct name, qty, price, term months
      • Fill-in deal "deposit amount" property

      At stage "Contract sent":

      At stage "Close won":

      • Fill-in "Close won reason"