Account to opportunity

Step by step

1. Record account Agency Manager

   Agency Manager creates or checks the client account and its organization.

   • Client identity and contact context are ready.
   • Updates Accounts, Organizations

2. Open opportunity Producer

   Producer links the counterparty and organization, chooses an owner and expected close date.

   • A New opportunity is available to its owner.
   • Updates Opportunities, Accounts

3. Qualify opportunity Producer

   Producer confirms the prospect and advances the opportunity to Qualified.

   • The pipeline reflects the qualified stage.
   • Updates Opportunities

4. Develop proposal Producer

   Producer records expected value and moves the opportunity to Proposal.

   • The next discussion has a dated value.
   • Updates Opportunities

5. Close outcome Producer

   Producer records Won or Lost and the relevant win date or loss reason.

   • The outcome remains attached to the client.
   • Updates Opportunities

Agency Manager

, Producer.