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− | The activities associated with collecting and reviewing of qualified leads | + | 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]] | + | * 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]] | ||
{{update}} | {{update}} | ||
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|sort=3220400 | |sort=3220400 | ||
|parent=ss:S2 | |parent=ss:S2 | ||
− | |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 reviewing a formal Request for Proposal document.
| Process |
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S204 | |||||