1. New Opportunity ReceivedSALES
2. New Opportunity CallSALES
3. Capture Client Info / Project Info / SOWSALES
4. Create New Client / Update ExistingSALES
5. Create New OpportunitySALES
6. Create Statement of WorkSALES
7. Upload PlansSALES
8. Import Shades from PlansSALES
9. Schedule Design MeetingSALES
10. Assign Design / Engineering / Proposal TasksEXECUTIVE
11. Create Proposal / Engineering / DesignDESIGN
12. Combine DocumentsDESIGN
13. Proposal ReviewEXECUTIVE
14. Submit ProposalSALES
15. Sales / Follow-upSALES
16. Revisions DiscussionsSALES
17. Perform RevisionsDESIGN
18. Submit RevisionsSALES
19. Proposal / Contract — GO / NO GOSALES
20. Create ProjectSALES
21. Push Product to ProjectSALES
22. Schedule Handoff MeetingSALES
23. Create Deposit InvoiceSALES
24. Create / Send Deposit InvoiceACCTG
25. Handoff MeetingPM
26. PM Introduction Meeting / CallPM
27. Security Introduction Meeting / CallSECURITY
28. PM Project File UpdatePM
29. Security Project File UpdateSECURITY
30. PM Site Inspection / CallPM
31. Security Site Inspection / CallSECURITY
32. Deposit Hard StopACCTG
33. Deposit ReceiptACCTG
34. PM Create POsPM
35. Security Create POsSECURITY
36. Order EquipmentWAREHOUSE
37. Verify Equipment ReceiptWAREHOUSE
38. PM Create Work OrdersPM
39. Security Create Work OrdersSECURITY
40. Change Order RequestPM
41. Change Order CreationDESIGN
42. Change Order ApprovalPM
43. Create Change Order InvoicePM
44. Create / Send Change Order InvoiceACCTG
45. Collect Change Order InvoiceACCTG
46. PrewirePM
47. Create Progress InvoicePM
48. Create / Send Progress InvoiceACCTG
49. Collect Progress InvoiceACCTG
50. Equipment Review — Current Model / SalesPM
51. Deposit Hard StopACCTG
52. Order EquipmentWAREHOUSE
53. Verify Equipment ReceiptWAREHOUSE
54. TrimPM
55. Security FinalPM
56. FinalPM
57. Client Training CombinedPM
58. Create Final InvoicePM
59. Create / Send Final InvoiceACCTG
60. Cost Collection / InputPM
61. Project Review / CloseoutEXECUTIVE
62. Collect Final Invoice / File CloseoutACCTG