Who this checklist is for
Use this guide if your sales process depends on spreadsheets, chat, personal notes, or disconnected quotation and invoicing steps.
It is especially useful when sales and finance disagree on what has been quoted, billed, or collected.
Before implementation
- Define sales stages and exit criteria.
- Clean customer and lead records.
- Map quote, discount, order, and invoice handoffs.
- Decide who owns collection follow-up.
- Confirm sales and finance reporting needs.
Phase-one checklist
- Lead and customer records are cleaned.
- Sales stages are approved.
- Follow-up ownership is mandatory.
- Quotation and discount approval rules are documented.
- Quote-to-invoice handoff is tested.
- Collection follow-up is visible.
- Reports connect pipeline, quotations, invoices, and receivables.
Recommended modules
- CRM & Sales for leads, customers, pipeline, and sales follow-up.
- Sales & Invoicing for invoice creation and billing handoff.
- Accounting for receivables and payment review.
- AI Sales Assistant for follow-up prompts and sales next actions.
Common mistakes
- Tracking sales activity without customer ownership.
- Creating too many stages.
- Separating quotations from invoices.
- Leaving discount approvals informal.
- Ignoring collection follow-up after the sale.
Next step
Bring one real sales cycle to a guided demo from lead to payment follow-up.
FAQ
Next steps
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