Office Resources
< All Topics

Made the Sale Checklist

  1. Make sure the customer’s info has been filled in BK, and the jobs have been created.
  2. Send the Estimate (Inform the customer they have to approve it to finalize the booking.
  3. Send customer guidelines (Change Lead status to “PENDING GUIDELINES”, it will automatically send guidelines via SignRequest).
  4. Send the date confirmation text after the call ends, use this TEMPLATE.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Previous LINK: Quick Quote Calculator
Next MIMO Script
Table of Contents
English English Spanish Spanish