Phase 1
Sales: from lead to order
A lead is created and qualified. Qualified leads get a technical calculation, on which the offer is prepared, sent and finally signed as a contract.
Business objects
- Lead
- Calculation
- Offer
- Contract
- Order
- Lead created
- Lead qualified
- Technical calculation completed
- Offer prepared
- Offer sent
- Contract signed
- Order received
Guiding question
How often does an offer go back for rework – and why?






