Full cycle potential to project - YES KYC / YES Rolling contract

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• Full cycle potential to project - NO KYC NO Rolling contract

  Below please find an instructional video showing you the full cycle of a deal /potential: The scenario is built around a potential with a flat hourly rate for a product which is not a relevant activity and not a rolling contract.

• Approval of potential/deal set to closed won before and after approval

  Below please find the process steps associated with the approval of a deal which has been sent to "closed won" . This stage is tied to receiving a signed quotation/agreement from a client. this process is all mapped out on crm and has been described ...

• Rolling contract approval by finance team

  2nd STAGE Rolling contract/ Approval by finance team: Approval of potential/deal rolling contact deal before re-opening of project: 1. IF the contract is a rolling contract, upon the expiry date the Potential owner will be resetting the contract to ...

• KYC approval\rejection on the nouv crm

  KYC process within crm is triggered when a product selected for a proposal (quotation) to a client is considered a relevant activity. The system automatically takes a new route which includes the following stages (over and above the standard customer ...

• Approval of rolling contracts by the potential owner on crm

  1st stage Approval - rolling contract deals about to expire – Request to proceed with final approval (Approvers - Senior management): The rolling contract process allows for a deal to be recreated from start to finish avoiding a number of steps ...