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-⁠0418

Coastline Suncare

In CommunicationNon-standardExisting client

Lifecycle

New Lead (done)
Qualified (done)
In Communication
Quotation Sent
Won

In Communication3 / 5

New Lead (done)
Qualified (done)
In Communication
Quotation Sent
Won

Next step

Sample S-⁠2026-⁠035 in evaluation, result due 13 Oct

Follow-up · 13 OctOwner · S. Klein

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: 06 Oct 11:02
First reply, target 24 h: 06 Oct 15:30, within 24 h
Automatic reply: Not sent: non-standard request, routed to Sales
Request: SPF 50 fluid, sachet 60 × 100 mm, 10 ml, 15 000 pcs

Contact

Contact on file

info@coastlinesuncare.example

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

History

06 Oct

11:02
Lead created from the website enquiry
System
15:30
State set to In Communication
S. Klein

Notes

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