Lead to Quote Process

This guide provides step-by-step instructions on how to navigate through a lead to quote process. NexWave CRM offers a flexible platform to support all sales activities. By following these steps, users can easily create opportunities, generate quotations, and submit them for approval. This guide is essential for anyone who wants to streamline their sales process and improve efficiency.

Step 1: Navigate to the CRM Menu to start the Sales Process

Step 1

Step 2: Click "Lead" to open up all leads assigned to you

Click "Lead" to open up all leads assigned to you. Leads are generally people or companies that have not been engaged in an previous sales activity with our company

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Step 3: You will be presented with the default list view

You will be presented with the default list view. To change Click "List View" button

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Step 4: Click "Kanban" to view all your leads across the default sales stages defined…

Click "Kanban" to view all your leads across the default sales stages defined in your account

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Step 5: Pick up one of your leads for processing from the initial column

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Step 6: You can amend any details on the lead record as required

You can amend any details on the lead record as required. To move the lead into the sales process Click "Create" button and either generate an Opportunity or Quotation transaction

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Step 7: Click "Opportunity" to create a new sales transaction

Click "Opportunity" to create a new sales transaction. Typically an Opportunity has limited information initially but is used to capture all transactions, activities and eventually items likely to be purchased by the now prospect.

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Step 8: As an Opportunity can be generated early in the sales process, you may only…

As an Opportunity can be generated early in the sales process, you may only wish to record an overall expected value on the record at this stage. If you know more about the prospects requirements, you can add items to an opportunity instead.

The Opportunity record will now be visible to the sales forecast and as such you may wish to determine probability factors against the stages of your sales cycle to ensure a more realistic value is being reported on any sales forecast report

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Step 9: Click "Save" to finalise your opportunity record

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Step 10: You will note the opportunity record is now given a number but if you wish to…

You will note the opportunity record is now given a number but if you wish to see all other records, Click "Opportunity" to be taken to a list

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Step 11: The default "List View" can be changed if you wish to see your opportunity…

The default "List View" can be changed if you wish to see your opportunity transactions in an alternative view

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Step 12: Click "Kanban" to view using your predefined Kanban view

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Step 13: Your Kanban can be setup based on different criteria, one of which is the…

Your Kanban can be setup based on different criteria, one of which is the status of the opportunities

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Step 14: Select one of the opportunities to open up the details

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Step 15: Should you now wish to move forward you can Click "Create" and convert the…

Should you now wish to move forward you can Click "Create" and convert the Opportunity into another record

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Step 16: Click "Quotation" if the prospect is asking for an official estimate to be…

Click "Quotation" if the prospect is asking for an official estimate to be generated

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Step 17: If the Opportunity record did not contain the products being purchased, you…

If the Opportunity record did not contain the products being purchased, you can now capture this information before generating the estimate for the prospect