Sales "Pipeline"
Sales "Pipeline"
We are a vehicle dealer that sells custom vehicles to the government. We do not build the vehicle, but we are the dealer in between the builder and the buyer. They are sold on a bid/tender process. Here is what i need to track:
Opportunity
Engineering Review
Question date
Mandatory pre-bid date
Bid Preparation
Bid date
Intent to award
PO from agency
Order vehicle
Pre build meeting
Md build meeting
Final inspection
Shipment
Vehicle preparation
Delivery
License Plate
Payment
Commission Payment
Does anyone have a similar set up? do you use opportunity, quote, and other tabs? look forward to your advice.