Sales Pipeline | BA Business Development Engine

Ready for PMA

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Drafting PMA

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PMA Sent for Signature

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PMA Signed - Onboarding

Stage notes

When PMA comes to our system completed/signed:

-Deal moves to this stage.
-Automated congratulates email sent.  Maybe with a video of Allison expressing optimism/excitement.  If needed, this email contains a form for them to fill out with all of the remaining information we need for onboarding.  
-Tasks are created for the user to obtain missing onboarding information.  Follow ups created and performed until all of the information is received.  
-Once information is received in form, a "Onboard to Buildium" button appears as well as a task is created to review and submit.  NOTE:  Forms sent to collect information save info to our db automatically, with a task review by our user to sanity check it.

Onboard to Buildium creates the owner, properties, etc from our system to Buildium.

Allison gives instruction for other onboarding activity.

NOTE:  This is where we can really enhance our later systems.  The quality and scope of data we collect is paramount.  We should also consider integrating meld/BA maintenance so that the user can create inspections, maintenance, etc that they become aware of.

Complete

Stage notes