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Hello All Experts,
Where does it starts from and where does it gets end.
I have come to know with below points, correct me if i am wrong.
it starts from generation Lead
then moving to opportunity
from opportunity make Quotation and create an order against that Quotation
and from the Order create an invoice .
Lead->Opportunity->Quotation->Order->Invoice.
after this Service Module will come into the picture.
For Cases-> Resolution of the cases.
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Hi,
Flow will starts from Marketing.
http://crmbook.powerobjects.com/basics/marketing/
Then you will get leads and then your sales flow will start
http://www.powerobjects.com/2014/02/13/customizing-sales-process-flows-in-crm-2013/
Then it will go to service flow
http://crmbook.powerobjects.com/basics/service-management-overview/
Hope it helps you.
Those things are somewhat unique for every organization. For example, where I work right now.. we don't have leads/opportunities/quotes/orders/invoices at all:) Still, what you are describing is more or less how it looks like for the standard sales/support cycle. But it does not mean everybody will be using leads.. or invoices.. etc
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