Qualify a new property opportunity from existing evidence and retain the customer conversation under its current revision.
App Administrator maintains the active account and brokerage membership. Relationship Owner selects the eligible party and prepares the New opportunity with expected close date and USD expected value.
Relationship Owner logs a Call, Meeting, Email or Task with a nonempty outcome through the guarded activity action. The activity receives the next line number and current opportunity revision.
Relationship Owner requests qualification using existing evidence, the current revision and a stable operation identity. The action checks the caller, records the qualification activity and moves the opportunity from New to Qualified with a receipt.
Relationship Owner records the next activity under the same opportunity. Sales Manager can inspect its evidence before the later proposal or outcome review.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.