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The activities associated with collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer. This may include reviewing a formal [[t:RFP]] document. | The activities associated with collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer. This may include reviewing a formal [[t:RFP]] document. | ||
===Use Cases=== | ===Use Cases=== | ||
* Gathering needs of qualified leads; triggered by [[Link::t:lead]], or | * Gathering needs of qualified leads; triggered by [[Link::t:lead]], or | ||
* The first step (of configure) in a [[Link::t:CPQ|CPQ]] process; triggered by [[Link::t:RFP]] | * The first step (of configure) in a [[Link::t:CPQ|CPQ]] process; triggered by [[Link::t:RFP]] | ||
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<ins> | <ins> | ||
</ins> | </ins> | ||
The activities associated with collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer. This may include reviewing a formal Request for Proposal document.
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