Mateo OS Workflow

Workflow Command Center

Current Phase 1 state for the Mateo OS sales workflow.

Prospect-

Quotes0

Open Quote Value$0

Opportunity Score0

Module	Mockup	Functional Front-End	Back-End	Database	Status
Prospect Record	Yes	Yes	No	No	Functional
Quote Creation Screen	Yes	Yes	No	No	Functional
Quote Detail Screen	Yes	Yes	No	No	Functional
Customer / Sales Order Conversion	Partial	Yes	No	No	In Development

Prospects can receive quotes before becoming customers.

Prospect Number

Company Name

Industry

Assigned Sales Rep

Contact Name

Contact Email

Contact Phone

Estimated Annual Revenue

Opportunity Score

Customer Status

Quotes created for this prospect before or after conversion.

Create quotes for prospects or customers with unlimited line items.

Prospect or Customer Lookup

Quote Status

Notes

Attachments

Item Search	Qty	Cost	Margin %	Selling Price	Commission %	Commission $	Royalty %	Royalty $	Total

Quote Total$0

Gross Margin$0

Commission$0

Royalty$0

No quote selected.

Status

Total$0

Commission$0

Royalty$0

Item	Qty	Cost	Selling Price	Total	Commission $	Royalty $

Accepted quotes can be converted to a customer and sales order.