Opportunity qualification

Step by step

1. Open opportunity Relationship Owner

   The Relationship Owner records the engagement, organization, account, expected close date and expected value. The owner checks that the counterparty belongs to the right organization.

   • Assigns the engagement and counterparty
   • Updates Opportunities, Accounts, Organizations, Team members

2. Log the conversation Relationship Owner

   Calls, meetings, emails and tasks are attached to the opportunity. A due task gives the owner a dated follow-up, while the outcome explains what was learned.

   • Adds dated relationship evidence
   • Updates Relationship activities, Opportunities

3. Qualify opportunity Relationship Owner

   The Relationship Owner records a retain reason and requests qualification on the current revision. The guarded action checks the actor's organization and ownership, then records the qualification evidence. A repeated operation key returns its first result.

   • Moves New to Qualified once for the checked revision
   • Updates Opportunities, Relationship activities, Operation receipts

4. Prepare proposal Relationship Owner

   The Relationship Owner develops the proposed listing scope. Proposal submission is a step toward review; the team records actual negotiation separately.

   • Records proposal scope and follow-up
   • Updates Opportunities, Relationship activities

Relationship Owner

, Sales Manager, App Administrator.

The owner prepares the engagement; the manager checks its progress; the administrator maintains the account and organization references.