Sales & CRM
Sales and CRM workflows for managing leads, opportunities, quotes, pricing approvals, deal progression, customer handoffs, and repeatable sales processes.
Sales & CRM Templates(5)
Sales Lead Management Workflow
Captures inbound sales leads, automatically scores and assigns them to an owner, tracks follow-up tasks, and routes leads to conversion (opportunity handoff), nurture, or disqualification based on the owner's qualification decision.
Quote Approval Workflow
Captures sales quote details from a rep, routes them through finance review (and legal review for non-standard terms), escalates high discount/value quotes to senior leadership, and notifies the rep of approval or rejection with revision/resubmission support.
Sales Quote Workflow
Sales reps submit customer, product, pricing, discount, tax and validity details to generate a quote. Pricing is validated internally, discounts above threshold require approval, then the quote is emailed to the customer. The customer's accept/reject response is captured; acceptance triggers hand-off to order processing and notifies the rep.
Discount Approval Workflow
Captures a rep's discount request (customer, opportunity, list price, proposed discount, resulting margin, reason), routes it for approval based on discount size — smaller discounts to a sales manager, larger discounts to finance — then authorises the discount and notifies the rep on approval, or returns it to the rep with the reason to revise and resubmit on rejection.
Sales Opportunity Workflow
Manages qualified sales opportunities through discovery, solution fit, and proposal stages, with a commercial review gate before proposal issuance. Captures closed-won/closed-lost outcomes with reasons, hands off won accounts to customer onboarding, and notifies the deal owner.