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Customer Record Update & Sales Opportunity Workflow
This guide outlines the process for verifying customer records, updating information, and managing sales opportunities in Shopify and the CRM. By following these steps, we ensure... -
Stage 1.1: Lead Conversion & Deal Creation Guide
Objective All new quote requests must be converted from leads to contacts, and a deal must be created for each. This process ensures accurate tracking and... -
Stage 2 Cont'd: AI Prompt &; Instructions for Generating a Customer Quote Page
AI Prompt: Generate a Customer Quote Page for LED Sign City Instructions: Before generating the customer-facing quote, collect all required sign details.Do not generate the quote...