Sales Pipeline Rundown

1. Prospect - General contact information about people and companies.
2. Lead - A prospect you are actively pursuing.
3. Deal - Submissions to suppliers, tracking the end results of deals.

Step 1: Zero to Prospect

Set up a prospect correctly

1. Create a new record for a "Prospect"
2. Set up the proper relationships for "Assigned" and "Associates".
3. Update your prospect status as you work on a record

Important Keys

Key	Notes
Assigned:	The manager or admin account directly responsible for working on this prospect, and converting it through the pipeline.
Associates:	A list of associates involved with a general lead. Can be zero, one, or many.

Statuses:

1. Not Worked - Yet to be worked on by the manager or admin assigned
2. In Progress - A prospect that is going through the pipeline.
3. Lead Won - A prospect that has a lead and a deal all the way completed.
4. Lead Lost - A prospect who is no longer being pursued.

Step 2: Turning a prospect to a lead

1. Tie a New Lead to a "Prospect"
2. toggle 'usage confirmed' and upload usage file
3. toggle 'bill received' and upload related file
4. toggle 'Current contract copy' and upload related file (recommended at this stage, go ahead and create a new "deal", and tie it back to this lead)
5. When you are ready, toggle the "quote sent" box, to complete this part of the process.

Step 3: Turning a lead to a deal

1. Select or create the "Supplier" that you are working with on this deal
2. Toggle Supplier confirmation when they respond with their result
3. Upload the "Docusign" contract to the file location
4. Enter in start and end date
5. fill in other information such as annual usage, sale rate, etc