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Process Street
Templates
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CRM
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CRM
CRM
1
Create client's contact on Hubspot
2
Creating a deal on Hubspot
3
Deal progress to discussion stage on CRM
4
Site visit
5
Quotation stage
6
Quote approval
7
Partial payment-Physical products
8
Partial payment-Service
9
Order processing
10
Paid and not delivered
11
Paid and not collected
12
project/service ongoing
13
Project-service completion
14
Project invoicing
15
project completed-partially paid
16
Delivered unpaid
17
paid& collected
18
Post sale follow up
19
Subscription
Create client's contact on Hubspot
Create client's contact on Hubspot
An option will be selected here
Creating a deal on Hubspot
Creating a deal on Hubspot
An option will be selected here
Deal progress to discussion stage on CRM
Deal progress to discussion stage on CRM
An option will be selected here
Site visit
Site visit
An option will be selected here
Quotation stage
Quotation stage
An option will be selected here
Quote approval
Partial payment-Physical products
Partial payment-Physical products
An option will be selected here
Partial payment-Service
Order processing
Order processing
An option will be selected here
Paid and not delivered
Paid and not delivered
An option will be selected here
Paid and not collected
Paid and not collected
An option will be selected here
project/service ongoing
project/service ongoing
An option will be selected here
Project-service completion
Project-service completion
An option will be selected here
Project invoicing
Project invoicing
An option will be selected here
project completed-partially paid
project completed-partially paid
An option will be selected here
Delivered unpaid
Delivered unpaid
An option will be selected here
paid& collected
paid& collected
An option will be selected here
Post sale follow up
Post sale follow up
An option will be selected here
Subscription
Subscription
An option will be selected here
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