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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 review of a formal [[t:RFP]]. | ||
| + | ===Use Cases=== | ||
| + | * Gathering needs of qualified leads; triggered by an [[Link::t:opportunity]], or | ||
| + | * The first step (of configure) in a [[Link::t:CPQ|CPQ]] process; triggered by a [[Link::t:RFP]] | ||
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| − | |description= | + | |description=Collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer |
|keywords=Sales & Support, Proposal | |keywords=Sales & Support, Proposal | ||
}} | }} | ||
[[Category:Process]][[Category:Sales & Support]] | [[Category:Process]][[Category:Sales & Support]] | ||
The activities associated with collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer. This may include review of a formal Request for Proposal.
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