Qualify an opportunity

Step by step

1. Register Relationship Owner

   The Relationship Owner creates the opportunity within an organization and selects the counterparty account.

   • Establish subject, counterparty and organization
   • Updates Opportunities, Accounts, Organizations

2. Record contact Relationship Owner

   The owner logs a call, meeting, email or task with an outcome tied to the opportunity.

   • Keep activity outcome with the opportunity
   • Updates Relationship activities, Opportunities

3. Check scope Relationship Owner

   The owner checks the current revision, assigned owner and organization before acting.

   • Confirm owner and current revision
   • Updates Opportunities, Team members

4. Qualify Relationship Owner

   With sufficient activity evidence, the owner advances New to Qualified. The operation result is recorded under a stable key.

   • Record the status change or refusal
   • Updates Opportunities, Operation receipts

Relationship Owner

Acts; Sales Manager reviews the resulting pipeline; Auditor reads the evidence.