Commercial

Leads Clients Quotations Change requests

Orders

Order progress (read only)Production Plan (read only)

Client portal view

Sales

View as (review aid)

Quality Finance Sales Client portal

DR

Design prototype with fictional data. Not connected to live systems.

My Work Leads Clients

Lead L-⁠0398

Mono Soaps

LostStandardExisting client

Lifecycle

New Lead
Qualified
In Communication
Quotation Sent
Won

Lost

New Lead
Qualified
In Communication
Quotation Sent
Won

Lost. Reason: price. The reason is kept for reporting and the history stays.

Next step

Reason: price

Follow-up · -Owner · D. Rossi

Demo controls only. Changes reset on reload.

Quotation

No quotation linked to this lead.

The official Order Form opens for the client only after the quotation is approved.

Intake

Source: Manual entry
Received: 02 Sep 11:00
First reply, target 24 h: 02 Sep 13:20, within 24 h
Automatic reply: Standard price reply sent automatically
Request: Liquid soap, sachet 60 × 80 mm, 10 ml, 30 000 pcs

Contact

Contact on file

info@monosoaps.example

Company and billing changes from the client need MINIPAK approval and VAT validation.

History

02 Sep

11:00
Lead entered manually by Sales
System
13:20
State set to Lost, reason recorded
D. Rossi

Notes

Read only for Operations, Quality and Finance. Sales cannot change production, quality or finance records.