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  1. Social Commerce Platform
  2. Process
  3. Qualification to proposal
Process · Qualification to proposal

Qualification to proposal

This process keeps a partner drop connected to its owner, the opportunity and the evidence of each decision. Start with one real case and follow the linked records rather than treating a changed status as the whole story.

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Step by step

  1. Open opportunity Partner Manager

    Partner Manager creates a New opportunity with a counterparty, owner, expected value and close date.

    • Create a New opportunity with a counterparty, owner, expected value and close date.
    • Updates Opportunities, Accounts, Contacts

  2. Qualify opportunity Partner Manager

    Partner Manager logs qualification activity, change the opportunity to Qualified and inspect the receipt.

    • Log qualification activity, change the opportunity to Qualified and inspect the receipt.
    • Updates Opportunities, Relationship activities, Operation receipts

  3. Prepare product lines Partner Manager

    Partner Manager enters each item, quantity and unit price; reconcile the proposed scope with expected value.

    • Enter each item, quantity and unit price; reconcile the proposed scope with expected value.
    • Updates Opportunity lines, Products, Opportunities

  4. Submit proposal Partner Manager

    Partner Manager emails the proposal, runs Submit Proposal to log the activity and move the opportunity to Proposal, then inspects the receipt.

    • Email the proposal, run Submit Proposal to log the activity and change the opportunity to Proposal, then inspect the receipt.
    • Updates Opportunities, Relationship activities, Operation receipts

Who does what

Roles and permissions
Partner Manager
Carries out this process.
Sales Operations
Checks receipt exceptions and maintains the product catalog.

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