Opportunity follow-up

Step by step

1. Select opportunity Producer

   Producer opens the owned opportunity and checks its current stage.

   • The follow-up has a clear parent.
   • Updates Opportunities

2. Plan activity Producer

   Producer records a call, meeting, email or task with a due date.

   • The due item appears in the activity list.
   • Updates Relationship activities, Opportunities

3. Review due work Producer

   Producer checks items whose due date has arrived.

   • Due follow-up gets attention.
   • Updates Relationship activities

4. Record outcome Producer

   Producer enters completion date and outcome after the contact.

   • The activity explains what happened.
   • Updates Relationship activities

5. Update opportunity Producer

   Producer adjusts the stage, value or expected close date if the conversation changed them.

   • The pipeline reflects the latest known position.
   • Updates Opportunities

Producer

, Agency Manager.