improveit 360 – Terms and Definitions

🔍 Prospect

A person that has the potential to become a customer of your company 

🗓️ Appointment

An appointment is a set date to discuss a product or service that the customer might be interested in providing details on the various price points/ benefit tiers

🧾 Quote

The proposed cost of a service or product that is being requested for the consumer. A quote is created in i360 when the appointment is marked "Pending" in SolutionView at the end of the appointment. 

🏷️ Sale

When the potential customer has decided to purchase a product or service. A sale is created in i360 when the appointment is marked "Sold" in SolutionView at the end of the appointment.

🏗️ Project

A project in the area of focus of where goods and services will be installed or deployed according to the agreed-upon plan.