Inquiry to opportunity

Step by step

1. Capture Inquiry Photographer

   Photographer records the request, source, customer name and contact details on Inquiries.

   • Photographer records the request, source, customer name and contact details.
   • Updates Inquiries

2. Contact Inquiry Photographer

   Photographer makes the first call or email and records the result in Activities.

   • Photographer logs the call or email and changes the inquiry to Contacted.
   • Updates Inquiries, Activities

3. Qualify Inquiry Photographer

   Photographer records whether the inquiry is Qualified or Unqualified and why.

   • Photographer records the qualification outcome and reason when unqualified.
   • Updates Inquiries

4. Develop Opportunity Photographer

   Photographer matches the client and contact and links a booking opportunities record.

   • Photographer links the matched client and contact to the new opportunity and source inquiry.
   • Updates Inquiries, Clients, Client contacts, Booking opportunities

5. Plan Next Action Photographer

   Photographer puts a specific next step and expected close date on the opportunity.

   • Photographer records the next step, expected close date and dated activity.
   • Updates Booking opportunities, Activities

Photographer

Owns the customer conversation; Sales Coordinator maintains the customer and offer details; Studio Manager makes approval decisions; Finance Manager checks billing where the process reaches an invoice.