A discovery guide for sales to walk through with any client during the inquiry stage — captures scope, system type, fire-rating, glazing, height, and timeline. Filling Step 1 auto-progresses CRM card from "New Opportunity" → "Brief / Spec".
Brief: none yet · Sales lead: unassigned · Status: Step 1 of 5 · Submits as DRL → SA → Quotation
Step 1 — Project Information
🔄 Auto-trigger: Saving Step 1 moves the CRM card "this deal" from New Opportunity → Brief / Spec
Client & project
🧱 Partition-specific quick spec— locks in the technical scope for QS to size
⚠ Undetermined — save a project district and a building height, and the rule for that jurisdiction decides.