Manage the pipeline and call the forecast

Process map by Brian. 21 steps, 2 layers. Tags: business, sales, crm, forecasting.

1. Account executive: Qualified opportunity created
2. Account executive: Set amount, close date and stage
3. Account executive: Move the deal through the stages
4. Account executive: Update the forecast category each week: commit, best case, pipeline
5. CRM: Roll up the forecast by rep and team
6. Sales manager: Inspect deals on the weekly forecast call
7. Sales manager: Deal real for this quarter?
8. Sales manager: Call the number to leadership
9. Buyer: Signs the contract?
10. Account executive: Mark Closed Won and hand off to onboarding
11. CRM: Revenue booked
12. Account executive: Move the close date or mark Closed Lost with a reason
13. CRM: Pipeline cleaned up

Read this process as Markdown

$Business $Sales $Crm $Forecasting All process maps