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New Lead (3) Create a Deal (Manage Deals (1) Email/Call for follow up…

- - - - Check the last emails
      - Write message (ex: What about you LED project?)
      - Check the notes
      - Add new info in notes (ex: still waiting for client's feedback)
      - Add polite sentences
- - - - Go on Vimeo
      - Chose the concerned type of project
      - Connect on Streetco' account
      - Copy the video links you need in email.
      - Give the password if needed: Streetcom
  - - - Upload Attachments
        
        Download attached pictures & drawings from email
        
        Go to Google Drive
        
        Go to "Streetco"
        
        Go to "clients"
        
        Click on the country of the client (ex: Iran)
        
        Click on the right client's name
        
        Add the documents downloaded in "téléchargements"
        
        Open the right Deal (if several)
- - - - Add description (ex: it includes..etc)
      - Add quantity (50% of the total)
      - Check current price
    - - Check quantity needed (often 2)
      - Check current price
    - - Add Description
      - Add quantity (12% of the total)
      - Change price according to the product
    - - Add description
      - Add quantity (Sqm)
      - Change price according to the product
    - - Check quantity needed
      - Check current price
      - Description (it includes..etc)
    - - Description (it includes..etc)
      - Check price
    - - Description (ex: Crew of 5 people, including..)
      - Add quantity of LED engineer needed
      - Check price
    - - Add 30% to the current prices for margin
    - - "Clone" previous quote
      - Select product/pitch
      - Add new Item/line
      - Change subject (ex: option 1/2/3 + name of product)
      - Put new price of product & description
      - delete previous line (product/pitch)
      - Put new line on top (product/pitch)
      - Check if everything is correct (spare parts..etc)
      - Send Quotations to client
        
        Choose Deal
        
        Click on "Quotes"
        
        Click on "Export PDF"
        
        Click on "..." on the left of each quote
        
        Check everything again
        
        Click on "Export"
        
        Find quotations in "Téléchargement"
        
        Slide the Zip/PDF in the email
        
        Put quotations' PDF in a Zip if too heavy
        
        Tell the clients about the attachments