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History: quote

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You should keep a record of all of your quote and client communication and use your CRM to remind you to chase up the clients.

Actions
Project manager gets all the quotes from his team and estimates his time.
Arrange meeting between PM and account manager to fill the project budget.
Send the quote to the client with quote template.
Chase up client with Quote reminder template letter.

History

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Date User Edit Comment Version Action
Thu 12 of Aug., 2010 20:28 UCT System Administrator   30
Current		  v  s
Thu 12 of Aug., 2010 20:20 UCT System Administrator   29  v  s  
Thu 12 of Aug., 2010 03:16 UCT Pierre Doleans   28  v  s  
Thu 12 of Aug., 2010 03:09 UCT Pierre Doleans   27  v  s  
Thu 12 of Aug., 2010 03:09 UCT Pierre Doleans   26  v  s  
Wed 11 of Aug., 2010 09:31 UCT System Administrator   25  v  s  
Wed 11 of Aug., 2010 06:56 UCT System Administrator   24  v  s  
Wed 11 of Aug., 2010 02:11 UCT System Administrator   23  v  s  
Mon 09 of Aug., 2010 23:37 UCT System Administrator   22  v  s  
Mon 09 of Aug., 2010 21:45 UCT System Administrator   21  v  s  
Thu 05 of Aug., 2010 12:46 UCT System Administrator   20  v  s  
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