Build a useful customer history before qualifying the opportunity through its guarded action.
App Administrator maintains the account and dealership organization. Relationship Owner selects the intended customer and prepares a New opportunity with its owner, expected close date and expected value in USD. Check the account's eligibility note before promising a next step.
Relationship Owner logs a Call, Meeting, Email or Task with a meaningful outcome. The activity action records the next line number and current revision. Keep the completed conversation distinguishable from a future follow-up task.
Relationship Owner checks that the existing activity and supporting files explain the customer's need. For a vehicle inquiry, identify the requested vehicle discussion and the next action the customer accepted. Resolve unclear evidence before submitting qualification.
Relationship Owner uses the guarded qualification action. It checks actor, revision and operation key before recording the evidence and changing the opportunity from New to Qualified. This action is the owner's evidence-based submission, rather than an additional independent approval gate.
Relationship Owner inspects the operation result and prepares the next customer conversation. Sales Manager can read the retained evidence when the opportunity reaches proposal review. An uncertain response should be checked before another request is sent.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.