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  1. Small Business CRM
  2. Process
  3. Qualification and proposal
Process · Qualification and proposal

Qualification and proposal

Qualify the assigned opportunity from logged evidence and submit proposal scope with a clear next activity.

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Step by step

  1. Prepare the sales case Relationship Owner

    Relationship Owner confirms the eligible account and assigned opportunity. Record the expected USD value and closing date, with the organization and current revision clear before requesting a guarded action.

    • Establish eligible ownership and commercial context
    • Updates Opportunities, Accounts, Team members

  2. Record qualification evidence Relationship Owner

    Relationship Owner logs the customer discussion in the activity history. The outcome should explain the customer's interest and why the proposed next action is appropriate for this opportunity.

    • Preserve the customer evidence for qualification
    • Updates Relationship activities, Record attachments

  3. Qualify the revision Relationship Owner

    Relationship Owner requests qualification using the logged evidence. The action checks authenticated organization, source identity, actor scope and expected revision before recording its result. A repeated request should resolve to the original operation evidence.

    • Record guarded qualification of the current revision
    • Updates Opportunities, Relationship activities, Operation receipts

  4. Submit the proposal Relationship Owner

    Relationship Owner prepares the proposal scope and a next relationship activity, then submits the assigned revision. Retain the submission outcome in the activity history and its operation receipt. Proposal submission is preparation for the next customer response; it does not record a Won outcome.

    • Retain proposal scope, next activity and submission result
    • Updates Opportunities, Relationship activities, Record attachments, Operation receipts

Where it usually breaks

And how to keep it from happening.

  • The qualification evidence only records that a call happened. Explain its outcome and the reason to proceed.
  • A proposal has no next activity. Identify the follow-up before submitting the current scope.
  • A request uses an earlier revision or another owner's scope. Resolve the identity and revision before any action proceeds.

Who does what

Roles and permissions
Relationship Owner
, Sales Manager, Auditor.
Relationship Owner
Qualifies assigned opportunities and submits proposal scope with its next activity.
Sales Manager
And Auditor inspect the authorized evidence.

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