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A customer moves through sales, delivery and close-out. Keep the next action and its owner clear at every handoff.

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From enquiry to quote

  1. Capture the enquiry. Find or create the customer record. Confirm contact details, source, consent and owner.
  2. Have the conversation. Use Comms, record the outcome and set the next task.
  3. Understand the site. Request the bill, photos and cable-run video. Review what comes back.
  4. Prepare the offer. Create a quote, check the customer preview and send it when ready.

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From decision to installation

Follow the quote’s viewed, accepted and payment states separately. Coordinate automatic follow-ups with the rep’s conversation. Open the linked project. Confirm the agreed scope, funding, equipment and installer before setting a date. Use Calendar and Field Operations to coordinate the work.

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Close the loop

Collect installation evidence, complete compliance and rebate follow-up, hand over to the customer and reconcile payments. An accepted quote is not a paid deposit. A paid deposit is not installation readiness. A completed visit is not a closed project.

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Leave a useful handover

Record what was agreed, what is missing, who acts next and when. Put outstanding work in an owned task so the next person can pick it up.