Implementing Project Fulfillment Process

Overview

1. Leads can be collected through a web form.
2. These leads are converted to customers, contacts and opportunities.
3. You can generate an estimate from opportunity.
4. Convert the estimate to project.
5. Once the milestones gets completed generate an invoice.

Sales process

1. Leads can be collected through a web form.



2. All leads collecting in Apptivo will be in “New” status.
3. If the leads are qualified they can be converted to contact, customer and opportunity.





4. Schedule an appointment and get the proposal from customer.
5. Generate an estimate from opportunity.

Fulfillment process

1. Need to request the customer for approval of estimate.
2. At once the customer approved the estimate. Convert the estimate into project.



3. The information gets pre populated, add the project budget as “Project Flat Fee” or based on your requirement.
4. Complete the milestone and tasks associated with project.
5. Generate an invoice from project. Choose the tax code based on the territory in the invoice creation page.