Opportunity to Proposal

Step by step

1. Register opportunity Relationship Owner

   The Relationship Owner selects the organization and shipper account, assigns an owner and records the expected close date and value. The pursuit begins as New, with a record number people can use in handoffs.

   • Establishes counterparty, owner and commercial basis
   • Updates Opportunities, Accounts, Organizations, Team members

2. Log relationship activity Relationship Owner

   The owner records the call, meeting, email or task that explains the shipper request. A completed contact needs an outcome that another person can understand.

   • Preserves the customer contact and next step
   • Updates Relationship activities, Opportunities

3. Qualify opportunity Relationship Owner

   The owner checks the account eligibility note and the recorded activity before moving the opportunity from New to Qualified. A lane request can be developed against the same parent pursuit.

   • Records a qualified pursuit with supporting context
   • Updates Opportunities, Relationship activities, Accounts

4. Submit proposal Relationship Owner

   The owner attaches the proposal material, records the next activity and checks the current revision, then records the move from Qualified to Proposal. The supporting file belongs on the opportunity with an appropriate visibility setting.

   • Keeps scope and evidence with the current revision
   • Updates Opportunities, Record attachments, Relationship activities, Operation receipts

5. Review proposal Sales Manager

   The Sales Manager examines the submitted commercial case and records an independent decision against the source revision. A Return or Reject reason tells the owner what to address; approval allows the team to continue the customer discussion.

   • Records a reasoned decision on the reviewed version
   • Updates Review decisions, Opportunities, Operation receipts
   ApprovalA person approves before the work moves on.

Relationship Owner

Prepares the opportunity and evidence.

Sales Manager

Decides on the reviewed case.

Auditor

Can later read the trail.