Wagos CRM Hardware Checklist
Capture the hardware discussed at a Discovery Meeting on the opportunity, so nothing is forgotten when the proposal is written.
Version: 19.0.1.2.0
CRM
Wagos CRM Hardware Checklist
Never write a proposal that forgets the hardware again
Capture every hardware requirement discussed at the Discovery Meeting directly on the opportunity — what the client already owns, what Wagos supplies, and what is still to be confirmed.
Key Features
- One-click checklist: load the full master hardware list onto an opportunity — POS terminals, kitchen printers, network switches, UPS, payment terminals — straight after the discovery meeting.
- Records the real answer: each item gets a status (Wagos to Supply, Client Already Has, Not Needed, To Be Confirmed), a quantity, and free notes on what was actually said.
- Prompts the conversation: every item carries its own discovery question, so the checklist drives the meeting rather than just recording it.
- Outstanding items are visible: a smart button on the opportunity shows how many items are still To Be Confirmed, and disappears once the hardware conversation is closed out.
- Never destroys your work: loading is purely additive. It only adds items missing from the list — it never overwrites a status, quantity or note you entered, and never touches the opportunity’s Internal Notes.
- Auditable by design: loaded items can’t be deleted, only marked Not Needed — so the checklist proves every item was considered, not merely skipped.
- Yours to shape: the master list lives in CRM › Configuration and survives module upgrades, so Sales Managers can grow it as the product range changes.