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- Photography CRM
- Process
- Opportunity to quote
Opportunity to quote
Develop the scope and approve the priced customer offer.
Step by step
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Develop Opportunity Photographer
Photographer updates the opportunity stage, amount and next step.
- Photographer updates the opportunity stage, amount and next step.
- Updates Booking opportunities, Quotes, Quote items
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Prepare Quote Sales Coordinator
Sales Coordinator chooses the client, contact, price book and priced product lines.
- Sales Coordinator chooses the client, contact, price book and priced product lines.
- Updates Booking opportunities, Quotes, Quote items, Price books, Price book entries
-
Submit Quote Sales Coordinator
Sales Coordinator submits the current quote revision for review.
- Sales Coordinator submits the current quote revision for review.
- Updates Quotes, Quote items, Document revisions
-
Approve Quote Studio Manager
Studio Manager approves or rejects the submitted quote after checking the price.
- Studio Manager approves or rejects the submitted quote after checking the price.
- Updates Quotes, Quote items, Approvals, Document revisions
ApprovalA person approves before the work moves on. -
Send Quote Photographer
Photographer sends the approved offer to the customer.
- Photographer sends the approved offer to the customer.
- Updates Booking opportunities, Quotes, Quote items
Who does what
Roles and permissions- 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.
Set up Photography CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.