Lead/Enquiry Architecture (The 3 Formats)
Format A: Regular Enquiry
1. General description The Regular Enquiry process represents the standard, full client life...
Format B: Paid Consultation
1. General description Paid Consultation is a consultation-only workflow in BackOffice where...
Format C: Direct Service Offer Enquiries
General Description Direct Service Offer is a workflow where the client is immediately offered a...