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From Target to Lead to Opportunity to Quote

Brian Curran

As per the title really, it seems to be an overly lengthy process just to send a Quote out:

  1. Create a Target, add some details
  2. Convert to a Lead, add more details
  3. Convert to an Opportunity, add details
  4. Create Quote

Are we doing too much, is there an easier way?

Brian.

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  • 0 Sugar Employee Badge

    Hi Brian Curran,

    In my experience with Sugar, the design of Targets represented people you intended to contact to gauge their status as a business Lead. If they passed whatever threshold, then they were converted to a Lead. Those who transcended lead status and became customers would be converted into Contacts/Accounts.

    Quoting a sale, in my experience, is a function of relationship with Contacts/Accounts.

    While this process from Target to Quote does fit my experience, I would not say this has been necessary with every quote. Existing customers simply need to have a new quote made related to their Contact or Account record.

    I hope that helps.

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  • 0 Sugar Employee Badge

    Hi Brian Curran,

    In my experience with Sugar, the design of Targets represented people you intended to contact to gauge their status as a business Lead. If they passed whatever threshold, then they were converted to a Lead. Those who transcended lead status and became customers would be converted into Contacts/Accounts.

    Quoting a sale, in my experience, is a function of relationship with Contacts/Accounts.

    While this process from Target to Quote does fit my experience, I would not say this has been necessary with every quote. Existing customers simply need to have a new quote made related to their Contact or Account record.

    I hope that helps.

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