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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.

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