System Sale End-to-End

The full journey from "customer wants to buy a system" to "system is installed and we've sent the report."

The Handoffs

Who owns what at each stage — sales, ops, warehouse, FSE, accounting. Where does your job end and someone else's begin? (coming soon)

Creating the opportunity, qualifying, building the quote. (coming soon)

Customer signs, SO is confirmed. What happens automatically? (coming soon)

How the delivery order gets created, how warehouse fulfills it. (coming soon)

FSE installs at customer site. What gets logged? How is the system registered? (coming soon)

Filing the install report, closing the task, what triggers invoicing. (coming soon)