Course Code: SM-05
Goal: Manage all phases of Sales Projects in CUBE, from creation to opportunity closeout and handoff for execution.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for account managers, project sales leads, and estimators)

Resources Provided:

• Sales Project Creation Guide
• Sales Project Management Quick Reference
• Bid Sheet Setup and Management Template
• Sold Status Validation Checklist

Learning Objectives

By the end of this session, participants will be able to:

• Create, import, edit, and delete Sales Projects.
• Navigate Project Details, Participants, Bid Sheets, Blogs, and Activities sections.
• Add quotes, manage tasks, upload attachments, and document notes within Sales Projects.
• Mark a project as "Sold" and complete required validations for project handoff.

Session Agenda

SM5.1 Creating, Importing, and Deleting Sales Projects

• Manual project creation for qualified opportunities.
• Importing projects from estimate exports.
• Deleting abandoned or duplicate sales projects (admin permissions required).

SM5.2 Navigating Project Details, Participants, Bid Sheets, Blogs, and Activities

• Project Details tab: customer, contacts, opportunity info.
• Participants: assigning sales reps, estimators, engineers.
• Bid Sheets: tracking multiple quotes per project.
• Blogs: internal collaboration notes and milestone tracking.
• Activities: task assignment, meeting logs, follow-up actions.

SM5.3 Adding Quotes, Tasks, Attachments, and Notes

• Adding and linking quotes to bid sheets.
• Creating sales tasks tied to project milestones.
• Uploading site drawings, specs, and other attachments.
• Maintaining a clean notes log for project history and handoff clarity.

SM5.4 Marking a Project as "Sold" and Key Validations Required

• Requirements before marking sold:
• Final quote selected
• Customer confirmation attached
• Internal sales approval obtained (if required)
• Marking project as sold to trigger next workflows:
• Estimating ➔ Engineering ➔ Service or Project Management handoff
• Updating project status and pipeline forecasts accordingly.

Hands-On Preview (Optional if time allows)

• Create a Sales Project.
• Assign a participant team.
• Add a bid sheet and link an attachment.
• Simulate marking a project as Sold.

Post-Session Action Items

• Review active Sales Projects and confirm completion of key data fields.
• Validate Bid Sheets for all projects in bid phase.
• Establish internal checks for "Ready to Mark Sold" project audits.

Note: When scheduling, make sure to include this session code: SM-05

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