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Update CRM Pipeline status based on Orders, Deliveries and Payments
Updation process
The Effective way to Update CRM Pipeline status based on orders, deliveries, invoices and payments.
Once the Quotation is confirmed the CRM pipeline status will be updated as Won.
Deliver the goods and create invoices.
Once received the full payment then the CRM pipeline status will be updated as confirmed.
Logical Workflow
1. Create a new lead:
2. Create a Quotation :
3. Once confirming the Quotation the lead will move from New to Won stage :
4. Deliver the goods :
5. Create invoice :
6. Receives full payment :
7. Once payment is fully paid then the pipeline stage will be moved from Won to Confirm stage :
