Empower Your Construction Business with Sales Life Cycle in CRM for Construction Industry

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Microsoft Dynamics 365 Sales Life Cycle An ideal sales life cycle  starts from Leads and finishes at Invoice   please refer my videos of Lead Management,  Opportunity Management and Product Catalog setup  before starting this video, as I am going to focus   more on the Quotes, Orders and Invoices in this  video. Let's jump to demo and see how it progress We are starting our video  with creation of a new lead we have defined first name, last name,  company name and topic. Let's save the lead click on qualify - now we are three options  Account - yes, Contact - yes, Opportunity - yes   we can choose yes or no based on  our organization requirement, okay now we can see, we have opportunity  with same topic- contact name if I click in this contact this is the account. So we got - first name, last  name, account name all information from lead now we will work on this opportunity we're going to add some  products in this opportunity let's assume, now customer  want quote for this opportunity   in that case, we can create Quote form here itself please notice - it has Auto allocated  Quote ID and rivision ID is zero   and product copied from opportunity to quote initially quote in draft stage, so we need to  activate the quote to share with the customer let me activate the quote suppose you shared this quote with  the customer and customer wants some   Revision in pricing or something else,  in that case we can revise the code let's say you want to offer discount of 2 percent activate the quote now price is 490. see refer Quote is based on this  opportunity, if you click on opportunity   if I go to quotes - the quote that was  for 500 is closed and 490 is active now from quote, we can also create order so because this quote is based  on opportunity, it's going to   ask you whether you want to close the  opportunity or you want to keep it open now we got this order   once you have order with you. you can fulfill  the order then, click on fulfill order you may get option of complete or partial.  please notice that when we go to Quotes   we get the option of create order. Sometimes in  case your system is customized and your CRM is   integrated with some order processing system or  ERP you may see, submit order option in that case   your order will go to that system for processing.  Once you have order, you can also invoice so let me show you one more option over here,  Price Locked- yes, so let us assume, I go to laptop now make it price 700. I came back to invoice I say use current pricing, in  that case pricing will be revised now showing 700$ and priced lock - no   once you have invoice, you can cancel  invoice or can mark on the invoice paid complete and partial. At order level, At invoice  level, system can behave in different way if   system is customized as many of the guys integrate  ERP or other order processing systems with CRM So far we have seen how to work with Lead.   make Opportunities from lead, then we create  Quote, then we make Orders and Invoices. Thank You. To see more demonstrations of this  kind, Please Subscribe. Thank You