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-⁠0415

Pure Essence

New LeadStandardNew client

Lifecycle

New Lead
Qualified
In Communication
Quotation Sent
Won

New Lead1 / 5

New Lead
Qualified
In Communication
Quotation Sent
Won

Next step

First reply missed, escalated to the Sales Manager

Follow-up · 06 OctOwner · Unassigned

Follow-up late

First reply was due 06 Oct 18:02 and is 3 days late. No owner was assigned, so the lead was escalated to the Sales Manager on 06 Oct 18:02.

Demo controls only. Changes reset on reload.

More

Quotation

No quotation linked to this lead.

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

Intake

Source: Contact form
Received: 05 Oct 18:02
First reply, target 24 h: Due 06 Oct 18:02, missed
Automatic reply: Acknowledgement sent automatically 05 Oct 18:02
Request: Face serum, sachet 50 × 70 mm, 3 ml, 5 000 pcs

Contact

Contact on file

info@pureessence.example

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

History

05 Oct

18:02
Lead created from the website enquiry
System

Due 06 Oct

18:02
State set to New Lead
System

Notes

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