Opportunity to proposal

Qualify the buyer's case and put the proposed scope through independent review.

Step by step

Open opportunity Relationship Owner

Relationship Owner identifies an eligible account in the operating organization, sets the subject, expected close date and expected value, and owns the New case.
- New case with owner and buyer
- Updates Opportunities, Accounts, Organizations, Team members
Log relationship activity Relationship Owner

The owner records a call, meeting, email or task with an outcome that explains the buyer's request.
- Outcome tied to open case
- Updates Relationship activities, Opportunities
Qualify opportunity Relationship Owner

The owner checks the current revision and qualification evidence, then moves New to Qualified with a stable operation key and receipt.
- New → Qualified; stable receipt
- Updates Opportunities, Relationship activities, Operation receipts
Submit proposal Relationship Owner

The owner records proposal scope in an activity outcome or supporting attachment, then logs the next activity. Sales Manager reviews the exact revision before it advances to Proposal.
- Qualified → Proposal after decision
- Updates Opportunities, Review decisions, Operation receipts
ApprovalA person approves before the work moves on.
Work negotiation Relationship Owner

Once a buyer actually starts negotiating, the owner records that activity and moves the case from Proposal to Negotiation.
- Proposal → Negotiation when discussion starts
- Updates Opportunities, Relationship activities

And how to keep it from happening.

A buyer account is selected under the wrong organization, obscuring who owns the case.
The opportunity revision changes after the Sales Manager's decision, leaving an older approval attached to changed scope.
The owner moves the status to negotiation before recording the actual buyer conversation.
A repeated submission creates a second effect instead of returning the receipt for its operation key.

Start free, then use Proto to change fields, steps and approvals before your team goes live.