Packages and lines

Products hold the package or service name, SKU, list price, description, category and active state. An opportunity can contain priced lines with an item name, quantity, unit price and discount. A line can reference a product. The sales manager can inspect the proposed commercial scope on the same opportunity that holds the close date and client. The consultant can compare an offered item with its catalog product and the opportunity value. A discount on a line is visible to the sales manager before the proposal email activity is logged.

• Starting record. Open the relevant client or opportunity before changing the trip work. Keep the organization and owner aligned with the rest of the case.
• Action and timing. Record what the consultant did, when the next response is due, and which person must act. The manager can then discuss a specific record.
• Review trail. Use the linked proposal, activity, decision or receipt to explain a change in stage. Keep the reason beside the affected trip.

Agree who maintains package prices; how consultants name an item; who can change a discount and update expected opportunity value. Use a real client and a real proposed trip to test these choices. The sales manager should settle who edits commercial details, who handles follow-ups and how a consultant hands work to review. The first operating cycle should be small enough to inspect each transition by hand.

A client may ask for a revised itinerary while the opportunity remains open. Keep the client contact, proposal owner and next step current as that discussion changes. The agency should agree who updates the record after the conversation and when the manager expects to see it.

For a company group trip, the operations coordinator maintains the package name and list price. The consultant adds a line for the planned quantity and records a discount where agreed. A second line can carry another service. Before Submit Proposal logs the email activity, the manager compares the opportunity value with the lines and checks that the named product is the one discussed with the client. After the handoff, check the linked records from the opportunity and confirm that the owner and reviewer can each find the information needed for their part. A manager should be able to explain the current state from the record without asking the consultant to reconstruct it.

• Priced Opportunity Lines — Compare items, quantities, unit prices and discounts on trip opportunities.
• Open Trip Pipeline — Compare priced scope with the opportunity’s expected value.

See the related process for the handoff, and the data model for the linked records.