Turn qualified demand into an accepted commercial revision and an approved customer commitment.
Sales Rep records the customer identity, assigns the owner and moves the lead from New through Contacted to Qualified. Retain the reason when the inquiry becomes Unqualified.
Sales Rep reuses an existing account and contact where appropriate, creates the linked opportunity and assigns the next activity. Repeating conversion must return the same linked records.
Sales Rep submits the priced quote and Sales Manager approves the current revision. Check validity, price basis and the margin review state before moving from Submitted to Approved.
Sales Rep follows sending and acceptance separately. Retain the accepted revision and customer signature evidence when signatures are part of the agreed process.
Sales Manager approves the submitted customer order. Finance Manager also decides any required credit exception before an order on hold can proceed; that financial decision does not replace Sales Manager approval. The fulfillment route and delivery commitment should be clear to operations.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.