Welcome to Palm Hills Development Sales Process User Guide. This guide helps sales team handle everything from meeting customers to signing contracts. it makes your job easier and ensures a smooth sales process. Whether you're experienced or new, this gui ...
Sales Processes Property Browser Leads Opportunity Reservation Contract Contract Amendment Reservation Changes Reservation Cancellation Change Customer Change Unit Cancel And Transfer Setup Printout Unit Design Fi ...
This section describes property browser component which conclude each property details along with units, status, and revenue. Property Details As shown in the figure, you can view charts representing the percentages of Available, ...
This section describes opportunities where the sales agent can register the sales process updates. Develop Stage Once the lead has been qualified, the next step is to determine the specific unit that the customer is interested in ...
Reservation Stage This section describes the reservation process from the sales agent's perspective, detailing how to make a request and reserve a unit for the customer. Issuing Reservation To make a reservation request, click on the 'Issuing Rese ...
Contract This section describes the next step after reserving the unit, which is to create a contract. Navigate to 'Opportunities,' select your opportunity, click on 'Reservation,' and then click on the 'Next Stage' button. Pricing Sheet Now, ...
This section describes the process for printing a contract. If you need guidance on setting up templates, unit designs, or finishing specs, please refer to the 'Setup' section. Print Contract To print a contract, navigate to 'Contracts,' select the desi ...
Contract Amendment In this section, describe how to make a contract amendment when a client needs to amend the contract, like adding a 'Finished Unit' amendment. In a contract that has already been created, navigate to the 'Amendments' section and click ...
Cancellation of Reservation In the section describing the cancellation of a reservation, navigate to 'Reservations,' click on the reservation number, and then go to the 'Cancellation' section. Click on the 'New Cancellation' button. After clickin ...
In this section, describe how to change the customer account, contact, or both if needed. To change the customer, navigate to 'Reservations,' select your reservation number, then go to the 'Change Customer' section, and finally, click on the 'New Change ...
In this section, describe the process when a client needs to change a unit with a new unit. To make changes to your reservation, navigate to the 'Reservation Changes' section, then click on the 'New Reservation' button. In the ...
In this section, describe the process when a customer needs to cancel the current unit and transfer money to one or more other units. Go to 'Reservations,' then choose the customer's reservation, and navigate to the 'Reservation Changes' section. ...
In this section, we describe how to configure or setup the printout . In this entity, you can create a new printout and upload templates by clicking on the 'New' button. After clicking on the 'New' button, you'll need to enter the details about th ...
In this section, we describe how to configure or create unit design. To insert an image URL for the unit design, navigate to the unit design section and click on the 'New' button. After clicking ' New ' , enter the name and URL of the unit design ...
In this section, we describe how to configure or create finishing specs. To create custom text for finishing specs details, click on the 'New' button. Complete all required data fields, and in the description, add finishing specs details with appropri ...
In this section, we will describe how to create a contract template with dynamic data from the CRM. CRM Data Placeholder Open the contract file. Insert placeholders where dynamic text from the backend will be placed. This is an example of a section i ...
Overview In this section, we will describe how to setup and use bulk upload tool. Setup CRM fields as master data. Setup request type for specific entity and project. Add the users who will be authorized to use this type. Create upload request. Su ...