Purpose
Document the end-to-end process a Sales Rep follows from creating a proposal through converting it into a job, completing required task details, and handing the job off to Christa for execution.
Roles
Sales Rep: Creates and sends proposals, marks proposals accepted, completes initial job/task details, and assigns the job to Christa.
Christa: Takes ownership of the job after assignment and manages it from that point forward.
When This Process Starts
The process begins as soon as the Sales Rep creates a proposal.
Step-by-Step Process
1) Create the Proposal (Start of Process)
As a Sales Rep, create a new proposal and enter the required proposal details.
Proposal Details to Complete
Ensure the following fields are filled out:
Proposal name
Proposal description
Proposal price
Type of proposal
Amount of the proposal
Prospect assigned to the proposal
Proposal Status
Most of the time, set the proposal status to Sent (because the intention is that it’s already been sent when it’s entered).
If needed, you can set it to Draft.
2) Mark Proposal as Accepted (Triggers Job Creation)
Once the proposal is accepted by the customer:
Update the proposal status to Accepted.
What “Accepted” Means
The customer has agreed to the proposal.
We are ready to move forward.
The proposal is converted into a Job.
3) Follow the Pop-Up Prompt (Go to Tasks)
When you mark the proposal as Accepted, a pop-up window appears prompting you to proceed.
Action: Use the pop-up option to go to the tasks related to the new job.
Why: Once accepted, the job is created and a task list is associated with that job.
4) Complete the Task List (Add Job Details)
In the Task List, update all ancillary/supporting details needed for the job.
Goal: Fully complete the task list information so the job is properly set up for execution.
5) Open the Job From the Task List Header
After the task list is complete:
Click over to the Job using the link/navigation in the header of the task list.
6) Assign the Job to Christa (Handoff)
From the Job view:
Assign the job to Christa.
Once assigned, Christa takes over the job from that point on.
Quick Checklist (Sales Rep)
Create proposal
Fill in all proposal fields (name, description, price, type, amount, prospect)
Set status to Sent (or Draft if not ready)
When customer accepts, mark proposal Accepted
Use pop-up to go to Job Tasks
Complete all task list details
Open the Job from task list header
Assign job to Christa