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THIS WILL THEN BE PICKED UP BY THE REACTIVE TEAM AND THEY WILL DEAL WITH THIS

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CAN I HAVE YOUR FULL COMPLANY NAME, ADDRESS, CONTACT NUMBER AND EMAIL ADDRESS

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ON BIG CHANGE – CREATE A SALES OPPORTUNITY – ADDIDING IN ALL OF THE INFORMATION YOU HAVE GATHERED FROM THE CALL / EMAIL THREAD. SAVE THIS THEN SELECT THE SALES OPPORTUNITY AND CLICK EDIT, ON THE HEADER SECTION CLICK NOTES AND ADD NOTES FILL IN THE INFORMATION REF: ENQUIRY: TYPE QUOTE REQUIRED. DUE DATE THIS NEEDS TO BE WITHIN 24HRS AND TIME ALSO. THEN *NOTE OWNER ADD THE RELEVANT PERSON IN THE SALES DEPARTMENT SHOULD BE JUSTIN HARRIS FROM THEN ON THAT PERSON WILL TAKE OWNERSHIP OF THE QUOTATION, CONTACT THE PROSPECTIVE CLIENT / EXISTING CLIENT AND SEND THEM A FULL QUOTATION AND SPECIFICATION THEY SHOULD THEN UDATE THE NOTE WITH COMMENTS AND ADD SLIDE THE GRAPH UP TO 100%. THIS SHOULD ALSO BE EDITED ON THE DETAILS PAGE OF THE SALES ENQUIRY ADDING YOUR NAME AND ALL RELEVANT DETAILS THIS SHOULD ALSO BE FOLLOWED UP WITHIN 48HRS TO CONFIRM THIS HAS BEN RECEIVED AND SEE IF A DECISION HAS BEN MADE AGAIN THIS SHOULD BE UPDATED ON THE DETAILS PAGE UNDER STAGE AND STATUS TO WON / LOST – AS THESE WILL BE REVIEWED AT 2 WEEKLY SALES MEETINGS
ON BIG CHANGE – CREATE A SALES OPPORTUNITY – ADDIDING IN ALL OF THE INFORMATION YOU HAVE GATHERED FROM THE CALL / EMAIL THREAD. SAVE THIS THEN SELECT THE SALES OPPORTUNITY AND CLICK EDIT, ON THE HEADER SECTION CLICK NOTES AND ADD NOTES FILL IN THE INFORMATION REF: ENQUIRY: TYPE QUOTE REQUIRED. DUE DATE THIS NEEDS TO BE WITHIN 24HRS AND TIME ALSO. THEN *NOTE OWNER ADD THE RELEVANT PERSON IN THE SALES DEPARTMENT SHOULD BE BEN WILLIAMS THE SURVEY NEEDS TO BE BOOKED IN AND COMPLETED WITHIN 2 DAYS OF THE INITILA ENQUIRY UNLESS THE CLIENT CANNOT ACHIEVE THESE DATES, ONCE THE SURVEY HAS BEEN COMPLTED ALL THE INFORMATION IMAGES AND SPECIFICATION IS TO BE ADDED INTO BIG CHANGE FROM THEN ON THAT PERSON WILL TAKE OWNERSHIP OF THE QUOTATION, CONTACT THE PROSPECTIVE CLIENT / EXISTING CLIENT AND SEND THEM A FULL QUOTATION AND SPECIFICATION THEY SHOULD THEN UDATE THE NOTE WITH COMMENTS AND ADD SLIDE THE GRAPH UP TO 100%. THIS SHOULD ALSO BE EDITED ON THE DETAILS PAGE OF THE SALES ENQUIRY ADDING YOUR NAME AND ALL RELEVANT DETAILS THIS SHOULD ALSO BE FOLLOWED UP WITHIN 48HRS TO CONFIRM THIS HAS BEN RECEIVED AND SEE IF A DECISION HAS BEN MADE AGAIN THIS SHOULD BE UPDATED ON THE DETAILS PAGE UNDER STAGE AND STATUS TO WON / LOST – AS THESE WILL BE REVIEWED AT 2 WEEKLY SALES MEETINGS

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