Functional Workflow Demo
Prospect to quote to customer and sales order workflow.
Workflow Command Center
Current Phase 1 state for the Mateo OS sales workflow.
Prospect-
Quotes0
Open Quote Value$0
Opportunity Score0
Module Inventory Snapshot
| 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 |