Retain the configuration context
The sales record should identify the range, selected dimensions and options, configuration revision and unresolved questions. Record alternatives separately so a returning salesperson knows which design supports the current proposal. Contact information without product context forces the team to repeat discovery or reconstruct choices from screenshots.
Define the commercial actions
Agree who can edit a draft, apply a discount, approve an exception and issue a quotation. Connect those actions to maintained product and price rules. Configurix's Elite Aluminum implementation includes automatic quotations with item SKUs; your sales workflow uses your own identifiers, permission policy and document requirements.
Keep follow-up actionable
Record one next action for each project, such as review an alternative, confirm a missing input or discuss the proposal. Link it to the design and document the salesperson is using. If a CRM connection is required, specify the customer, opportunity, configuration and quote references exchanged, the update direction and the owner of completion status. Test reassignment with the salesperson receiving the project.
Implementation checklist
- Configuration revision retained
- Commercial action permissions
- Next action and owner
- CRM and calendar responsibilities