The process advances to the proposal stage after the qualification stage. If required, you can advance to this stage from any process stage.
Stage goal
The goal of this stage is to prepare a proposal that will satisfy the customer needs to the fullest.
What happens in the system.
At this stage, tasks concerning the proposal presentation, agreeing with the client and preparation of documents for the deal are created for the opportunity owner.
1.After the proposal presentation, enter the results in the system.
2.Contact the client to discuss and mutually agree on the sales conditions.
3.If the intention of the client is confirmed, prepare a contract and approve it within the company.
Stage results.
After these tasks are performed, the stage is completed. You can move to the contracting stage.
See also
•How to move through the process stages
