1.Account Creation
Mandatory Fields -
1.
Name
2.
Email
3.
Primary Industry
4.
Phone
2.Contact Creation
Mandatory Fields -
1.
First Name
2.
Last Name
3.
Email
4.
Mobile phone/work phone
3.Add address in account
Mandatory Fields -
1.
Country
2.
Address Line 1
3.
State
4.Lead Creation
Mandatory Fields -
1.
Lead Name
2.
Product Classification
5.Add products in Lead
Mandatory Fields -
1.
Product Type
LOVs - Product, Group
2.
Product All products if Product
type is selected as Product
3.
Product Group Name if Product type
is selected as Group
6.Lead Conversion
Mandatory Fields -
1.
Opportunity Name
2.
RFQ Process condition
7.Fill BD Details
Mandatory Fields -
1.
Opportunity Name
2.
RFQ Process condition
8.RM Details
Mandatory Fields -
1.
Special to casting
2.
Yield (in %)
3.
Machining Tolerance (in mm)
4.
Cost (per kg)
9.Logistics Details
Mandatory Fields -
1.
Logistic cost (per
pcs)
10.Machining Details
Mandatory Fields -
1.
Machining stock/Side (in MM)
2.
Special Sub Process(In-House)
3.
Special Sub Process(Outsource)
11.SBU Head Review
12.Costing Details
Mandatory Fields -
1.
Walk Away Price (INR)
2.
ROI (In years)
3.
EBIT (in %)
13.Final BD Review (Quote Details)
14.Approver 1
15. Approver 3
16. Approver 3
