Foundry — MillworkSuite

Foundry

GTM Operating System

Access restricted to millworksuite.com accounts

Foundry

Workspace

Pipeline

Account 360

Proposals

Drawings

Pipeline—

High Conf.—

Companies—

Not connected

?

Pipeline

Stage

Owner

Search

#	Company	Contact	Owner	Status	Stage	Confidence	Next Step — click to edit	Started

Account 360

ID	Company	Type	Drafting Tool	Owner	Stake Holders	Phone	Location	Pipeline

Proposals Two-page Word proposal: order form, then plan details and annual billing

1Account

Picking an account fills in the address, CAD tool and primary contact from Account 360.

2Plan

Loading plans…

3Customer

Company name *

Street address

City, state, postal code

Country

Contact name

Contact email

Contact phone

4CAD/CAM software

5Dates

Proposal date

Valid for (days)

Proposal

MillworkSuite

Year one

Drawings

Company	Drawing sets	Pages	Owner	Pipeline

New Deal

Account *

Company ID

Contact Name

Start Date

Confidence

Owner

Stage

Health

Next Step

Comments

New Account

Company ID

Company *

Company Type

Drafting Tool

Stake Holders

Phone Number

Website

LinkedIn

City

State

Country

Address

Owner

Notes

Company

Contacts

New Contact

Full Name *

Role / Title

Primary contact?

Email

Phone

LinkedIn

Notes

Drawing set

Status

Owner

Notes