Sales
Guides for the sales team — quoting, pipeline, system sales, and service contracts.
Charter Process Coverage
These guides will be built during end-to-end testing of the five key processes:
| Charter Process | Guides |
|---|---|
| System Sale (outreach → install report) | System Sale End-to-End, Quoting & Proposals |
| New Service Contract (lead → first PM) | Service Contract Sale |
| General | Pipeline & Forecasting |