Transition | Before | During | After |
Client fills out form | Owner: Record owner | - | - |
Call client | Owner: Record owner | Make notes mandatory | Email notification: Share calendar link |
Site visit | Owner: Record owner | 1. Make notes mandatory 2. Checklist | - |
Prepare agreement | Owner: Record owner | - | - |
Client consent | Owner: Record owner | 1. Make attachment mandatory 2. Message: Upload the signed copy | - |
Client rejection | Owner: Record owner | - | - |
Payment | Owner: Record owner | 1. Make attachment mandatory 2. Message: Attach payment confirmation mail from Accounts department | - |
Design in progress | Owner: Record owner | - | - |
Revision | Owner: Record owner | Make notes mandatory | - |
Pending payment | Owner: Record owner | 1. Make attachment mandatory 2. Message: Attach payment confirmation mail from Accounts department | - |
Revision 2 | Owner: Record owner | Make notes mandatory | - |
Collect deposit | Owner: Record owner | - | - |
Deposit not received | Owner: Record owner | - | - |
Deposit received | Owner: Record owner | 1. Make attachment mandatory 2. Message: Attach payment confirmation mail from Accounts department | - |
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