Project Info

Lead to Contract process implementation for growing Energy Provider

Lead to Contract process implementation for growing Energy Provider
  • Lead > Account > Opportunity conversion process
  • NMI integration including reservation and validation (What is NMI?
    https://www.ergon.com.au/network/connections/metering/what-is-the-nmi)
  • Service Account / Service Point creation and association with NMI
  • Quote generation and revision
  • Contract and Contract Document generation