Sales Opportunity Life Cycle : StateMachine diagram
Created: |
6/2/2022 9:03:15 AM |
Modified: |
6/6/2022 9:16:42 AM |
Project: |
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Author: |
Giu Platania |
Version: |
22.0 |
Advanced: |
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ID: |
{75E8952D-DD2E-4787-A040-F6E88B6AE7F9} |
• New : When a SalesLead is closed and converted, it becomes the default status of a SalesOpportunity.<br/> • <b>Active </b>: When the opportunity has been progressed and work has been carried out on the Sales Opportunity. This can be further placed in the sub -status placed in the example below but not limited to the same<br/><ol>
<li> <b>Qualified </b>: When the opportunity has been qualified either internal to CSP based on the customer onboarding criteria or qualified by the prospect in the scenario of the bid process</li><li> <b>Negotiated</b>: Defines the opportunity negotiation status where the interaction takes place between prospect and CSP</li><li> <b>Proposed</b>: Defines the stage where the proposal to the offerings and Products takes place</li></ol>
• <b>Closed </b>: When the opportunity has been closed based on the final outcome of the interaction between CSP and Prospect<br/><ol>
<li> <b>Closed </b>- Won : The Sales Opportunity has been won and can be moved onto the Order process.</li><li> Closed - Lost : The Sales Opportunity has been lost based on the negotiation process or not meeting expected outcome</li><li> Closed - No Deal : The Sales Opportunity has been lost with no deal at the initial stage without any interaction.</li></ol><p/>