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Manually Moving Customers to the Proposal Stage
Manually Moving Customers to the Proposal Stage

How do I move customers to the proposal stage of the pipeline?

Genius avatar
Written by Genius
Updated over a year ago

For stores utilizing the DriveCentric desking tool, when a proposal is produced for a customer they will automatically move into the proposal stage of the pipeline.*

For stores that do not utilize the DriveCentric desking tool or in cases where you may have verbally negotiated with the customer without producing a proposal, users with reporting access can manually move customers to the proposal stage.
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*Customers will not jump from lead status to proposal status. Customers in lead status that have a proposal produced will remain in lead status.

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