Convert Sales order to invoice
Yes
Check that their is only one contact for student
Kershal Aviation Order Process
Open the contact
Paid and current account.
Provision on relevant LMS
Date for potential is important
Send login to student and administrator
Check if paid or account
Merge duplicates
Check the login details
Wufoo order form
Check that the company is correct.
See provisioning process
Send payment request
Is it a duplicate?
Create Sales order
Create Potential
Type order in comments
Split DG from other potentials
check that the student has not changed companies
Send login from trainingsuport
Convert lead
Save comment
End
Check if the contact is duplicated
No
Use same heading as the comments
It duzzit intergration
Update or create login.
Check that the email address are the same
Select relevant email template
Update previous potential to won or lost
Zoho Lead
Check and update previous potential
invoice date must be today's date
Delete Lead
