Transition
|
Before Transition
|
During Transition
|
After Transition
|
New vendor created
|
Record owner
|
N/A |
Send email notification to the record owner and record owner's manager.
Email template: New vendor created.
|
Contacted
|
Record owner
|
1. Make notes and attachments mandatory.
2. Add a checklist and name it "Required attachments". Mention the following in the checklist:
a) Email sent or acknowledgement from the vendor.
b) Call script.
|
N/A
|
Failed to contact
|
Record owner
|
1. Make notes mandatory.
2.
Insert message: give reason for contact failure in notes.
|
Click
+Add >
Create task:
|
Recontact failed
|
Record owner
|
N/A
|
Field update
- Name: Call status
- Field: Contact status = failed
|
NDA needed
|
Record owner
|
1. + Add >
Associated item >
Call > select
outgoing call status and validate it as completed.
-
Insert error message: Call status must be completed to move to the next state.
2. Add checklist.
Name: NDA-related attachment
a) Attach acknowledgement email from the vendor.
b) Mention call details in notes.
|
Send email notification to the record owner and record owner's manager.
Email template: NDA required.
|
Sign NDA
|
Record owner
|
+ Add >
Associated item >
Task > select
status is completed.
|
Send email notification to the record owner and record owner's manager.
Email template: NDA signed.
|
NDA not needed
|
Record owner
|
1. Make attachment mandatory.
2. Add checklist
-
Name: Documents needed
Attach the email that confirms NDA is not required.
|
N/A
|
Lost
|
Record owner
|
1.
Insert message:
Enter reason for rejection
2. Select
Make Notes Mandatory
|
Automate email notification to record owner and record owner's manager.
Template name:
Vendor rejected
|
Transition
|
Before Transition
|
During Transition
|
After Transition
|
Contract created
|
Record owner
|
N/A
|
Send email notification to the record owner and record owner's manager.
Email template: New contract created.
|
Proposal sent
|
Record owner
|
Make attachments mandatory.
Insert message: Attach a copy of the email and proposal that was sent to the vendor.
|
N/A
|
Document received
|
Record owner
|
1. Make notes and attachment mandatory.
2. Add checklist
Name: Documents to attach
- Attach documents received from the client.
- List the documents that were received.
|
N/A
|
Not received
|
Record owner
|
N/A
|
Click
+Add >
Create task:
|
Received
|
Record owner
|
1. Make notes and attachment mandatory.
2. Add checklist
Name: Documents to attach
- Attach documents received from the client.
- List the documents that were received.
|
N/A
|
ID created
|
Record owner
|
N/A
|
Send email notification to the record owner and record owner's manager.
Email template: Contract ID created.
|
Signed
|
Sales manager
|
Make attachment mandatory.
Insert message: Attach a copy of the contract.
|
Send email notification to the record owner, record owner's manager, and regional manager.
Email template: Contract signed
|
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