---
title: CINNOX sales order flow
description: The ariticle are explaining the process workflow of sales order / provisioning / checking. Including flow chart and HubSpot ticket pipeline status explaination
---
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# CINNOX sales order flow
## The ariticle are explaining the process workflow of sales order / provisioning / checking. Including flow chart and HubSpot ticket pipeline status explaination
### **Process Flow Chart:**
Process flow chart indicate the essential steps from customer order confirmation to sending customer activation email. Listing out the SOW of different parties. 
### **Corresponding HubSpot Ticket pipeline:**
Below part explain each HubSpot ticket pipeline status meaning. (detail explaination table can be found in attached excel) **[ticket pipeline table](https://hubs.ly/Q0191RsN0)**
Pipeline: CINNOX service addition / amendment / termiantion
| Status Name | Details |
| --- | --- |
| Sales - Draft / Returned | Ticket are newly created or returned by IOD/provisioning team for amendment. Sales should be preparing the ticket according to KYC checklist |
| IOD Team - Check and approval | IOD team should crosscheck all KYC and provisioning checklist item, make sure all information and documents required are uploaded. |
| Provisioning Team - provisioning and approval | Provisioning team should approve and ticket then provision the service in ODB# |
| R&D/Product Team - Bug Fix/Improvement | Provisioning team encounters error and needs bug fix from developers. |
| Completed - Approved and customer email sent | Ticket completed with approval from IOD & Provisioning Team. Activation email are sent to customer |
| Rejected\* - due diligence failed | Ticket rejected by IOD\* |
\*IOD should esculate to top management for the decision to reject or not if any high risk customer are found.
#IOD will create a new item in Monday.com to trace the progress of service provisioning
https://m800-cast.monday.com/boards/2950676364
### **KYC and provisioning checklist:**
| Item no. | Item |
| --- | --- |
| 1 | Deal Associated with Company: |
| | - all mandatory KYC fields in Company Page are filled: 1. Company Domain Name 2. Company Name 3. Document ID 4. Document Type 5. Industry 6. Contract Signing Entity (default to be HK) 7. Country / Region 8. Street Address 9. Key Winning Features |
| | - Valid Identity Documents are attached in Company page (e.g. BR copy, CI copy) |
| | - Company Name and Region aligned with identity document |
| 2 | Deal Associated with related contacts (with email, phone, name, role filled) |
| 3 | CSR 106 forms are attached |
| 4 | Signed SOF form / quotation are attached |
| 6 | Legal Approval (If there are any changes to standard T&C) |
| 7 | Proof of deposit/prepayment attached |
| 9 | All setting in ODB align with deal properties and CSR form: (by Provisioning Team) |
| | - Company Name are align with identity documents |
| | - Billing address and contacts are align with HubSpot address and billing contact |
| | - Package setup are align with CSR Form |
| | - Virtual Number setup are align with CSR Form |
**Additional Information:**
Playbook: Activation of CINNOX service
CSR106: https://hubs.ly/Q02GxKYR0
Official activation email template: ["Activation email to customer from IOD (Draft)"](https://app.hubspot.com/templates/20604920/edit/29630325)
- [Enterprise Business](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business#main-content)
- [Virtual Sales Team](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business#virtual-sales-team)
- [International Business](https://support.cinnox.com/migration/internalknowledgebase/international-business#main-content)
- [Partner](https://support.cinnox.com/migration/internalknowledgebase/international-business#partner)
- [Human Resources](https://support.cinnox.com/migration/internalknowledgebase/human-resources#main-content)
- [HRM system](https://support.cinnox.com/migration/internalknowledgebase/human-resources#hrm-system)
- [IT & Security](https://support.cinnox.com/migration/internalknowledgebase/it-security)
- [Engineering & Operation](https://support.cinnox.com/migration/internalknowledgebase/engineering-operation#main-content)
- [Workflow](https://support.cinnox.com/migration/internalknowledgebase/engineering-operation#workflow)
- [Marketing](https://support.cinnox.com/migration/internalknowledgebase/marketing#main-content)
- [Overview](https://support.cinnox.com/migration/internalknowledgebase/marketing#overview)
- [Marketing Assets](https://support.cinnox.com/migration/internalknowledgebase/marketing#marketing-assets)
- [IOD](https://support.cinnox.com/migration/internalknowledgebase/iod#main-content)
- [Procurement](https://support.cinnox.com/migration/internalknowledgebase/iod#procurement)
- [Billing Operations](https://support.cinnox.com/migration/internalknowledgebase/iod#billing-operations)
- [Supplier](https://support.cinnox.com/migration/internalknowledgebase/iod#supplier)
- [Product](https://support.cinnox.com/migration/internalknowledgebase/product)
- [CINNOX Knowledge Base](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#main-content)
- [1.0 Solutions](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-0-solutions)
- [1.1 Applications](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-1-applications)
- [1.2 Financial Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-2-financial-services)
- [1.3 E-Commerce](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-3-e-commerce)
- [1.4 Telecom](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-4-telecom)
- [1.5 Marketing Assets](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-5-marketing-assets)
- [1.6 Others](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-6-others)
- [2.0 Subscriptions & Plans](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-0-subscriptions-plans)
- [2.1 Digital Commerce](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-1-digital-commerce)
- [2.2 Business Plan](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-2-business-plan)
- [2.3 Enterprise Plan](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-3-enterprise-plan)
- [2.4 Subscriptions, Fees & Payments](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-4-subscriptions-fees-payments)
- [2.5 Partners and Plans](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-5-partners-and-plans)
- [3.0 Capabilities & Features](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-0-capabilities-features)
- [3.1 CHANNEL - Voice & Video](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-1-channel-voice-video)
- [3.2 CHANNEL - Smart Messaging](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-2-channel-smart-messaging)
- [3.3 CHANNEL - Virtual Number](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-3-channel-virtual-number)
- [3.4 CHANNEL - Automated Chatbots](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-4-channel-automated-chatbots)
- [3.5 CHANNEL - Smart Engagement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-5-channel-smart-engagement)
- [3.6 CHANNEL - Call Engagement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-6-channel-call-engagement)
- [3.7 ORCHESTRATE - Smart Routing and Rules](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-7-orchestrate-smart-routing-and-rules)
- [3.8 ORCHESTRATE - Workflow Optimization](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-8-orchestrate-workflow-optimization)
- [3.9 ORCHESTRATE - Identity](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-9-orchestrate-identity)
- [3.10 EVALUATE - Dashboard & Analytics](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-10-evaluate-dashboard-analytics)
- [3.11 EVALUATE - Integration & APIs](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-11-evaluate-integration-apis)
- [3.12 EVALUATE - Security & Authentication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-12-evaluate-security-authentication)
- [4.0 Network Management & Operations](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-0-network-management-operations)
- [4.1 Billing Support System (BSS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-1-billing-support-system-bss)
- [4.2 Operation Support System (OSS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-2-operation-support-system-oss)
- [4.3 Network Management System (NMS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-3-network-management-system-nms)
- [4.4 Customer Management System](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-4-customer-management-system)
- [5.0 Globally Distributed Core Infrastructure](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-0-globally-distributed-core-infrastructure)
- [5.1 Carrier-Grade Infrastructure](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-1-carrier-grade-infrastructure)
- [5.2 IP Network](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-2-ip-network)
- [5.3 Private Cloud-based Communication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-3-private-cloud-based-communication)
- [5.4 Public Cloud-based Communication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-4-public-cloud-based-communication)
- [5.5 Dynamic Resources Allocator](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-5-dynamic-resources-allocator)
- [5.6 Data Centres](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-6-data-centres)
- [6.0 Services, Agreement & Policies](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-0-services-agreement-policies)
- [6.1 Service Agreement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-1-service-agreement)
- [6.2 Privacy Policy](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-2-privacy-policy)
- [6.3 Term of Use](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-3-term-of-use)
- [6.4 Terms & Conditions of Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-4-terms-conditions-of-services)
- [6.5 NDA](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-5-nda)
- [6.6 Customer Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-6-customer-services)
- [6.7 Resources Centre & FAQ](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-7-resources-centre-faq)
- [7.0 Trends & Research](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-0-trends-research)
- [7.1 Cloud Application and Trends](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-1-cloud-application-and-trends)
- [7.2 Cybersecurity Threats](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-2-cybersecurity-threats)
- [7.3 Digital Transformation and Trends](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-3-digital-transformation-and-trends)
- [7.4 Hybrid Work and Social Media Convergence](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-4-hybrid-work-and-social-media-convergence)
- [7.5 Intelligent Services and Big Data](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-5-intelligent-services-and-big-data)
- [7.6 Total Experience (CX and EX)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-6-total-experience-cx-and-ex)
- [7.7 Quora Findings](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-7-quora-findings)
- [7.8 Gartner and Forrester Findings](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-8-gartner-and-forrester-findings)
- [8.0 Training Material (Product Development)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#8-0-training-material-product-development)
- [Legal](https://support.cinnox.com/migration/internalknowledgebase/legal)
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