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CRM - Coggle Diagram
CRM
Leads
Lead On-boarding
Company Name
Status
There is Option of
Make a Client
Source
Address
City
State
Zip/Country
Phone
Website
Line Of business
Lead Info
Can Have Multiple Contacts
Detailed Info of Lead
Proposals Upload or BOQ
Contracts
Any Files or Notes
Meeting History
Project Costing
Budget of Lead
Setup
Status(Done)
New
Qualified
Discussion
Negotiation
Won
Lost
POC
Sources(Done)
Social Media
Referral
Self
SI
E-mail