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LEAD RECIEVED, AutoCad Drawings, LOST - Coggle Diagram
LEAD RECIEVED
Email Template w/ Budget
Create Asana Fiile
In-Home Meeting
Official Quote Using Filemaker
Retainer Recieved
Send Retainer Contract
Obtain Appliance & Sink Specs
Site Measure by Supervisor
Showroom Meeting
LOST PROJECT DUE TO BUDGET OR TIMING
Create Pipedrive Card
AutoCad Drawings
Drawing Revision #1
Drawing Revisions #2
Drawing Revisions #3
All Drawings & Revisions Inputed in Asana with Dates
Pipedrive Into Asana
Create Contract & Sign-Offs
MOVES TO ENGINNERING
Revise Quote in Filemaker
All Quotes Inputed in Asana with Dates
LOST