Sales Opportunity Life Cycle : StateMachine diagram
Created: 6/2/2022 9:03:15 AM
Modified: 6/6/2022 9:16:42 AM
Project:
Advanced:
        • 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/>