Qualify opportunity

Step by step

1. Create the customer context Sales Representative

   Sales Representative selects the account, chooses a primary contact if known and names the opportunity. The owner sets expected close date, expected value and the immediate next step.

   • Connect customer, contact, owner, value and date
   • Updates Accounts, Contacts, Opportunities

2. Check the product discussion Sales Representative

   Sales Representative adds the items and quantities under discussion. The lines make the potential scope visible without treating it as a confirmed sale.

   • Keep item and price context with the deal
   • Updates Opportunity lines, Products

3. Hold the qualifying conversation Sales Representative

   Sales Representative speaks with the customer, records the meaningful outcome and decides whether the discussion is ready for a proposal.

   • Record the customer outcome and next step
   • Updates Relationship activities, Opportunities

4. Run qualification Sales Representative

   Sales Representative invokes the qualification action. The workflow logs a qualification activity, moves the opportunity from New to Qualified and writes an operation receipt.

   • Move New to Qualified and preserve an action receipt
   • Updates Opportunities, Relationship activities, Operation receipts

5. Review the next step Sales Manager

   Sales Manager can read the activity and receipt with the qualified opportunity, then ask the owner to update the close date or next step if the customer decision is still unclear.

   • Confirm the stage reflects actual work
   • Updates Opportunities, Operation receipts

Sales Representative

Owns the qualification action.

Sales Manager

Reviews the result.

Admin

Maintains customer and product reference records.