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Sales flow, Roofing, Gutters, Remodeling/Custom projects, Media, Metal…
Sales flow
Lead Come in through various avenues
Sales Admin Identifies the lead details and qualifies the lead.
New Home Build
Dos
Roofing
AM
Gutters
AM
Scheduled Visit
Create Quote
Customer approves and Signs WAC
Remodeling/Custom projects
AM
Site or Customer Visit
Create Quote
Sign Contract
Media
Joe S
Schedule Customer Discovery
Create Product Quote
Sign Contract
Metal Work
AM
Antonio/Ethan
Create Quote
Sign Contract
Electrical
James
Schedule Site Visit with AM and James S
Project
Create Quote
Sign Contract
Service Call
Collect Billing Info
Get Material
Schedule Service