person or a company is a prospect, a customer, BOTH prospect and customer,
or neither. Now what we need to do is before we even decide what a
company or person is, we need to first figure out the sales and procurement process.
1. Sales staff meets PERSON X from COMPANY X.
2. PERSON X is considered a CONTACT
3. PERSON X works for COMPANY X
4. COMPANY X can have many people working for it.
5. Sales staff meets PERSON Y from COMPANY X.
6. PERSON Y also works for COMPANY X
7. a Company is considered a THIRD PARTY
8. ADD A THIRD PARTY TO SYSTEM FIRST!
9. ADD CONTACT INTO SYSTEM SECOND
10. If we are planning to do business with COMPANY X, then COMPANY X is a PROSPECT
11. If we are ALREADY doing business with COMPANY X, then COMPANY X is a CUSTOMER
12. If COMPANY X has done business in the past, but has not used our services for a while, then COMPANY X is a PROSPECT/CUSTOMER
13. If COMPANY X is a supplier or not a company we wish to do or plan to do business with, then they are considered NOR PROSPECT NOR CUSTOMER
AFTER THIS POINT ASSUME WE DO BUSINESS WITH A COMPANY:
14. If COMPANY X becomes our customer, CHANGE this data in the db and
put as CUSTOMER (Any customer who has not used our services in 90 days is to be
changed to prospect/customer)
15. Create a PROJECT for the customer
16. Edit all project details and break down tasks
17. Create invoice based on project
18. Add products/services to invoice
19. Validate and email out invoice to customer
20. Receive payment from customer and indicate in
.jpg)
