New Prospect

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New Prospect por Mind Map: New Prospect

1. Enter in CRM as a lead

1.1. Convert lead to account and Book Consultation

1.1.1. Shawn enters notes in CRM as opportunity

1.1.1.1. Lia creates Quote under account

1.1.1.1.1. Opportunity Won

1.2. Information Request

1.2.1. Send template from CRM

1.2.1.1. Offer consultation request

1.2.1.2. Offer newsletter sign up

1.2.1.3. Services List

1.2.1.4. Veg garden cheat sheet

1.2.1.5. Overview of garden center

2. Opportunity created notification

3. Followup notification

4. After 2 weeks of inactivity send reminder

5. If no reponse after 2 weeks