Sales Pipeline Workflow

Complete B2B sales workflow from initial inquiry through proposal, agreement signing, leasing approval, and payment collection

Objective

Systematically manage B2B sales opportunities from lead qualification to payment collection with proper documentation

Participants (4 roles)

salesRepresentative: Sales Representative
salesManager: Sales Manager
salesOperations: Sales Operations
financeTeam: Finance Team

Input

Client inquiry for B2B equipment or services

Output

Completed sale with verified payment and delivered product/service

Process Flow

100%
flowchart LR
    node0["Client Inquiry"]
    node1["Send Proposal"]
    node2["Sign Agreement"]
    node3["Submit for Leasing"]
    node4["Issue Movement Order"]
    node5["Collect Payment"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

2-4 weeks

Avg. Completion Time

30-40%

conversionRate

20-50 deals

monthlyVolume

Variable

averageDealSize

Stages Overview

100%
PROPERTIES
STAGE 1
Client Inquiry
STAGE 2
Send Proposal
STAGE 3
Sign Agreement
STAGE 4
Submit for Leasing
STAGE 5
Issue Movement Order
STAGE 6
Collect Payment
Stage Owners
Sales Representative
Sales Representative
Sales Manager
Sales Operations
Sales Operations
Finance Team
Stage Workers
Sales Manager
Sales Manager
Sales Representative
Sales Operations
Sales Representative
Sales Representative
Sales Representative
Duration
2-4 hours
1-2 days
2-3 days
3-5 days
1 day
1-3 days
Output Fields
• Proposed Model*
• Payment Method*
• Lead Quality*
• Proposal Document*
• Proposed Price*
• Proposal Status*
• Agreement Signed*
• IC Documents*
• Bank Statements
• Delivery Date*
• Delivery Address*
• Leasing Status*
• Movement Order Number*
• Delivery Scheduled*
• Payment Amount*
• Proof of Payment*
• Payment Verified*
To-dos
• Assess lead quality and potential for conversion
• Identify customer needs and budget
• Create customized proposal based on customer needs
• Send proposal with all supporting documents
• Draft final agreement with all negotiated terms
• Obtain customer signature and verify documents
• Compile all required documentation for leasing application
• Submit complete application to leasing partner
• Create official movement order for warehouse
• Coordinate delivery logistics
• Request payment confirmation from customer
• Verify payment in company accounts

Automation Rules

Automation 1: Custom Automation

If stage_overdue, Then send notification to Sales Manager with message: "Proposal pending for more than 3 days. Please follow up with customer."

Automation 2: Field Value Alert

If Lead Quality equals, Then send notification to Sales Manager with message: "Hot lead identified - prioritize this opportunity"

high

Workflow Summary

Total Stages

6

Total To-dos

12

Output Fields

17

Automations

2