Adding Equipment to the Sales Order

User
Encore Sales Person

Goal (Why are they doing this?)
Complete a sale and hand the order to operations to fulfill

Previous Step/Starting Point
  • Customer contact with a potential order (sale)
  • Event, Order and Room(s) setup
Process Flow


Next Step
  • Order moves into Reservation
  • Items are then reserved according to dates on order (transit to venue > set > start > end > strike > transit back from venue)
What are we/should we be measuring? How do we know we're successful?
  • Duration from sale start (or Opportunity) to Estimate complete
  • Conversion from Estimate to Reservation
Creation date: 8/21/2020 3:20 PM (fjohnson@PSAV.COM)      Updated: 8/21/2020 3:20 PM
Files
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