Account to Qualification

Step by step

1. Confirm the account App Administrator

   App Administrator checks the customer account, eligibility note and organization. Admin handles user provisioning; App Administrator confirms the team member's user link and active membership before they own the work. Similar customer names need distinct account codes so later reviewers can identify the correct commercial entity.

   • Establish customer identity and operating membership
   • Updates Accounts, Organizations, Team members

2. Open the opportunity Relationship Owner

   Relationship Owner records the subject, expected USD value and expected close date, with the customer and organization linked. Keep the opportunity New while the owner gathers the evidence needed for qualification.

   • Record New opportunity and accountable owner
   • Updates Opportunities, Accounts, Team members

3. Record the conversation Relationship Owner

   Relationship Owner logs the relevant Call, Meeting, Email or Task with a meaningful outcome. Attach supporting evidence to the opportunity and check its visibility. The activity should explain the customer need and the next action the owner has agreed.

   • Retain qualification evidence against the opportunity
   • Updates Relationship activities, Record attachments, Opportunities

4. Request qualification Relationship Owner

   Relationship Owner submits the current revision and operation key. The qualification action checks the actor and existing evidence, records the activity evidence and moves the opportunity from New to Qualified when the checks succeed. Read the resulting receipt before treating the request as complete.

   • Move New to Qualified after evidence and revision checks
   • Updates Opportunities, Relationship activities, Operation receipts

App Administrator

, Admin, Relationship Owner, Sales Manager, Auditor.