Basic sales process

by wynand

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Using the basic sales process to illustrate the accompanying CRM elements involved.

Gilbert responds to a marketing campaign and contacts the dealership for more information.
I really love that car! I'll contact the dealership and check it our more closely...
Great! I just got assigned a new lead. Let me contact the buyer to qualify him before I capture him on CRM. Then I'll make an appointment...
Please contact Gilbert Manselli regarding 2012 Toyota Prius (blue), stock no. 312-14. Detail...
Monica learned that Gilbert is an able buyer and wants to take the car for a test drive.
After qualifying Gilbert, she has captured his detail in CRM and booked him for a test drive, reserving the vehicle from the stock pool on CRM.