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Showing posts with the label Acumatica CRM

Proposal Report - Opportunities as Sales Quote in Acumatica CRM

Proposal report/Quotation Custom Workflow  Acumatica CRM module automates your incoming emails and lets you create new leads or opportunities for your sales team and define their sales funnel, however it's bit cumbersome to have your sales people convert those lead to Business Account and then to Customer just to create a Sales Quote, way too many steps while the probability of prospect accepting quote is less than 50%, so how do we speed up things in Acumatica?

We knocked few steps and built our custom workflow to treat Opportunity as Quotes by tweaking Opportunity screen and adding custom report, now all your leads can be converted to contacts and create new opportunity and track them till they are "Won" with new Quote report.

Workflow 
A - Create Leads and validate and cleanse them
B - Create Opportunity for Contacts/Business Accounts, generate Quote reports, if won then proceed with sale documents
C - Convert Opportunity to Sales Order, discard other leads and treat the…