How to organize
A clear process from start to finish
The flow aims to conduct sales without losing control of demands, deadlines, customer records and the activities of each person responsible.
- Pre-sales form
- Card templates for pre-sales and quotes
- Checklist to guide each person responsible
- Visibility of the advancement of opportunities
Click on the image to view the flow in a larger size.
Take this flow to your company
Talk to Weeke and adapt the model to your operation.
Purchase orders
Accounting
Travel agency