CUSTOMER RELATIONSHIP MANAGEMENT (CRM) WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Lead Details: Retrieve existing contact information and company details from the Leads data model.
[ ] Create Opportunity: Generate a new entry in the Opportunities data model once a lead is qualified.
[ ] Assign Sales Representative: Create a task for the assigned Account Manager to initiate the discovery call.
[ ] Update Lead Status: Change the status of the Lead entry from 'New' to 'In Progress' or 'Qualified'.
[ ] Calculate Potential Deal Value: Execute a formula to calculate total value based on product quantity and unit price.
[ ] Send Welcome Email: Send an automated introductory email to the lead contact.
[ ] Schedule Demo Task: Create a follow-up task for the sales rep to conduct a product demonstration.
[ ] Calculate Pipeline Value: Sum the total value of all 'Open' opportunities in the current quarter.
[ ] Retrieve Account History: Fetch all previous interactions and closed deals associated with the parent Account.
[ ] Update Forecast Projection: Update the revenue forecast field in the Sales Dashboard data model.
[ ] Notify Management of High-Value Deal: Send an email alert to the Sales Director when an opportunity exceeds a specific threshold.
[ ] Contract Review Task: Create a task for the Legal team to review the terms of the negotiated agreement.
[ ] Create Contract Entry: Generate a new contract record in the Contracts data model linked to the Opportunity.
[ ] Send Appointment Reminder: Send an SMS reminder to the client 24 hours before the scheduled demo.
[ ] Generate Monthly Conversion Report: Create a performance report showing the conversion rate from Lead to Opportunity.
[ ] Cleanup Duplicate Leads: Remove identified duplicate entries from the Leads data model to maintain data integrity.

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