Account to opportunity

Step by step

1. Prepare account Pharma Representative

   Pharma Representative identifies the clinic or practice, records its address and status, and checks that the organization is correct.

   • Establishes the healthcare relationship and business unit.
   • Updates Accounts, Organizations

2. Add contacts Pharma Representative

   Pharma Representative records the people involved and links each one to the account.

   • Connects people to the account.
   • Updates Contacts, Accounts

3. Open opportunity Pharma Representative

   Pharma Representative creates a New opportunity with the account as counterparty, an owner, expected value and close date.

   • Names the owner, counterparty and expected commercial value.
   • Updates Opportunities, Accounts, Team members

4. Set the next step Pharma Representative

   Pharma Representative adds a clear next step and logs a dated call, meeting or task against the opportunity.

   • Gives the next conversation a due date and owner.
   • Updates Opportunities, Relationship activities

5. Add items Pharma Representative

   Pharma Representative records the discussed items as lines, with quantity and unit price, and links a product where appropriate.

   • Records the items and quantities discussed.
   • Updates Opportunity lines, Products, Opportunities

Pharma Representative

Owns the account, contact and opportunity records; Sales Manager reviews the pipeline; Product Coordinator maintains product details; Admin maintains organization access.