Customer Relationship Management (CRM) Workflow

Начало на работния поток/процеса.

Retrieve existing contact information and company details from the Leads data model.

Generate a new entry in the Opportunities data model once a lead is qualified.

Create a task for the assigned Account Manager to initiate the discovery call.

Change the status of the Lead entry from 'New' to 'In Progress' or 'Qualified'.

Execute a formula to calculate total value based on product quantity and unit price.

Send an automated introductory email to the lead contact.

Create a follow-up task for the sales rep to conduct a product demonstration.

Sum the total value of all 'Open' opportunities in the current quarter.

Fetch all previous interactions and closed deals associated with the parent Account.

Update the revenue forecast field in the Sales Dashboard data model.

Send an email alert to the Sales Director when an opportunity exceeds a specific threshold.

Create a task for the Legal team to review the terms of the negotiated agreement.

Generate a new contract record in the Contracts data model linked to the Opportunity.

Send an SMS reminder to the client 24 hours before the scheduled demo.

Create a performance report showing the conversion rate from Lead to Opportunity.

Remove identified duplicate entries from the Leads data model to maintain data integrity.

Край на работния поток/процеса.