Qualify the relationship and review its proposal

Step by step

1. Prepare the relationship Relationship Owner

   The Relationship Owner opens a New opportunity for the intended consumer account and organization. Confirm ownership, expected close date and expected value before using the record for the pipeline conversation.

   • Establish the New relationship and owner
   • Updates Accounts, Opportunities, Team members, Organizations

2. Record the qualification evidence Relationship Owner

   Log the call, meeting, email or task that explains the consumer's requirement. Use a clear outcome and attach supporting material to the opportunity where the reviewer needs it.

   • Retain the customer's requirement and supporting evidence
   • Updates Relationship activities, Record attachments, Opportunities

3. Qualify the opportunity Relationship Owner

   The Relationship Owner submits the qualification action against the current revision. The guarded action checks the existing evidence, logs its activity and moves the opportunity from New to Qualified with a persisted operation receipt.

   • New to Qualified after guarded checks
   • Updates Opportunities, Relationship activities, Operation receipts

4. Review the proposal Sales Manager

   The Sales Manager independently reviews the exact submitted revision, including proposal scope and the next activity. The eligible action records the decision and advances the opportunity to Proposal. Use Negotiation only when negotiation has actually begun.

   • Record independent review and eligible proposal advancement
   • Updates Opportunities, Review decisions, Relationship activities, Operation receipts
   ApprovalA person approves before the work moves on.

5. Check the handoff Relationship Owner

   The Relationship Owner reads the resulting opportunity and receipt. Confirm that the next customer conversation reflects the proposal the Sales Manager assessed.

   • Confirm the resulting stage and operation result
   • Updates Opportunities, Operation receipts

Relationship Owner

, Sales Manager, Auditor, App Administrator.