A new proposal can be created from a customer record or from the proposals list. This article addresses creating a proposal using a sales package.
Note: To be able to create a proposal for a sales lead, you must first create a customer, site, and system record, and set the Customer Status to Prospect. If the sales lead accepts the proposal, you can change the customer status to active.
To add a new proposal, first open the customer record.
Once the customer record is open, click on the Proposals tab.
From the Proposals tab, click the Add New Proposal button.
Select a Customer Site.
The Proposal form is displayed. In the upper area of the form, make your selections in each data entry field. Required fields have a red bullet to the left of the field name. Each data entry field is described below.
Data Entry Fields
- *Status: Make a selection from the drop-down list. This identifies where the proposal is in your sales process.
- *Proposal Type: Make a selection from the drop-down list.
- PO Number: If your customer provides a purchase order number for billing the installation of the system, enter that value. Maximum of 50 characters.
- *Proposal Date: This defaults to today's date and can be changed if needed.
- Contact: Enter the person who is the primary contact for the proposal.
- Phone: Enter a phone number for the contact.
- Email: Enter an email address for the contact. If you will be emailing the proposal (delivery method), this is a required field.
- Follow Up: Enter a date to follow up with the customer.
- Est Closing: Enter an estimated closing date for the proposal.
- *Est Closing %: Enter an estimated closing percent.
- *Source: Choose the source for the lead. These come from Setup > Proposal > Marketing Sources.
- *Site: This defaults from the source chosen when creating the proposal.
- *System Type: Choose a system type. These come from Setup > Other > System Types.
- Sales Package: If needed, choose a sales package. These come from Setup> Proposals > Packages
- *Sales Tax: Choose the correct sales tax for the site.
- *Term:
- *Service Level:
- *Department:
- *Salesperson:
- *Delivery Method:
- Brief Description:
Data entry fields preceded with an asterisk are required.
