PHD Sales Process Diagram Welcome to the Palm Hills Development Sales Process Diagram. This diagram helps the sales team handle everything from meeting customers to signing contracts. It streamlines your job and ensures a smooth sales process. ...
Sales Processes Leads Develop Stage Reservation Stage Contract Contract Amendment Reservation Changes Extend Reservation Reservation Cancellation Change Customer Change Unit Cancel And Transfer
Process Name New Lead Description When meeting with a customer, choose customer type, and gather their information and interests to create and qualify a lead. Responsible Party Sales Agent Result After filling out le ...
Process Name Develop Stage Description After creating and qualifying the lead, choose the "Property" and "Select Unit", then proceed to the "Propose" stage. Responsible Party Sales Agent Result After the "Develop Stage", the next ...
Process Name Propose Stage Description Reviewing all the details, you need to decide whether to make a reservation payment with a credit card or not. Responsible Party Sales Agent Result After reviewing the information and selecting t ...
Issuing Reservation Description: After the "Propose" step, the next action is to issue a reservation. Responsible Party: Sales Agent Result: After issuing a reservation, there is automation in place to create an opportunity request to g ...
New Pricing Sheet Description: In the sales agreement step, the sales agent creates a new pricing sheet with the 'Contract' type. Responsible Party: Sales Agent Result: A pricing sheet is created, and then the pricing sheet needs t ...
New Contract Amendment Description: Creating a contract amendment like "Finished Unit". Responsible Party: Contract Team Result: After creating a contract amendment, you need to choose or create a pricing sheet for this amendment. Flow ...
Extend Reservation Request Description: If the reservation request is close to the end date, you can extend the reservation by creating an "Extend Reservation Request". Responsible Party: Sales Agent Result: After sending an extended reservat ...
Process Name : New Reservation Cancellation Description : Create a request to cancel the reservation of the unit. Responsible Party : Sales Agent Result : After creating the cancellation request, send it to ERP for approval. Flowchart : ...
Process Name : New Change Customer Description : Change the customer account, contact, or both if needed for reservation. Responsible Party : Sales Agent Result : Create a change customer request to the reservation, and the next step is to send it ...
Process Name : Reservation Changes Description : Create a new reservation with a new unit under the old reservation. Responsible Party : Sales Agent Result : After creating a new reservation within the old reservation, you need to calculate the cha ...
Process Name : Reservation Changes Description : Create a new reservation with a new unit under the old reservation. Responsible Party : Sales Agent Result : After creating a new reservation within the old reservation, you need to submit to the ...