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as a service manager we often receive proposals that have been accepted by our customers from the sales team this can be done either via word of mouth or email or anything in between this also is a risk though due to a potential loss of information either of whats been communicated between the sales team and the customer or whats expected from the customer in terms of specific services to be done for this we utilize salesforce to capture our sales teams proposals to then allow us to streamline the generation of work orders for our team once the proposal has been accepted by our customers were able to highlight the products that have been indicated on the quote along with the service types for those so we can easily go in and generate a work order aligning to all those proposal lines as i go through im selecting serial numbers of which should be installed for our customer so that we know what to pull from our inventory and capturing the proper information to perform proper work aft
