Prepare a proposal and negotiation

Step by step

1. Prepare scope Relationship Owner

   The Relationship Owner works from the Qualified opportunity and records the proposal scope in the engagement context.

   • Keep proposal context with the engagement
   • Updates Opportunities, Record attachments

2. Plan contact Relationship Owner

   The owner adds the next relationship activity so the team knows who will follow up.

   • Record the next call, meeting, email or task
   • Updates Relationship activities, Opportunities

3. Review scope Sales Manager

   The owner locks the current revision. A Sales Manager reviews that version, the proposal scope and the next activity before the status changes.

   • Check the locked revision, scope and next activity
   • Updates Opportunities, Relationship activities, Record attachments

4. Record proposal Relationship Owner

   After review, the owner advances Qualified to Proposal with an operation receipt.

   • Move to Proposal or preserve a refusal
   • Updates Opportunities, Operation receipts

5. Begin negotiation Relationship Owner

   When negotiation has actually started, the owner records the activity and advances Proposal to Negotiation.

   • Record the exchange and move to Negotiation
   • Updates Relationship activities, Opportunities, Operation receipts

Relationship Owner

Prepares the scope and advances the status; Sales Manager reviews the locked revision; Auditor can inspect the history.