Follow-up and qualification

Step by step

1. Review open work Pharma Representative

   Pharma Representative checks owned opportunities and open activities, then chooses the next conversation.

   • Identifies owned deals and dated work.
   • Updates Opportunities, Relationship activities

2. Contact the account Pharma Representative

   Pharma Representative logs a call, meeting, email or task against the opportunity and records its outcome.

   • Keeps the interaction and outcome with the deal.
   • Updates Relationship activities, Opportunities

3. Qualify opportunity Pharma Representative

   Pharma Representative uses the qualification action for a New opportunity. The action logs qualification activity, changes the deal to Qualified and writes a receipt.

   • Changes New to Qualified and records the action.
   • Updates Opportunities, Relationship activities, Operation receipts

4. Check the result Sales Manager

   Sales Manager reads the opportunity, its activity and its qualification receipt before the next pipeline decision.

   • Confirms the qualification result with its source deal.
   • Updates Opportunities, Operation receipts

5. Continue follow-up Pharma Representative

   Pharma Representative records another activity with a due date and updates the next step on the opportunity.

   • Sets the next dated action.
   • Updates Relationship activities, Opportunities

Pharma Representative

Conducts and logs the work; Sales Manager reads stage and follow-up evidence; Audit Reader can inspect the operation receipt.