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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]] | + | 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=== | ===Use Cases=== | ||
| − | * Gathering needs of qualified leads; triggered by [[Link::t: | + | * 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 [[Link::t:RFP]] | + | * The first step (of configure) in a [[Link::t:CPQ|CPQ]] process; triggered by a [[Link::t:RFP]] |
<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 review of a formal Request for Proposal.
| Process |
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S204 | |||||