Actions

P2

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Latest revision as of 01:57, 3 January 2022

This page needs to be updated. Please participate in the discussion at the Plan Sell Discussion Page.

Customer Relationship Management System

Hierarchy

IDNameLevelx
PPlan1P
P2Plan Sell2P2
P201Gather Sales Data3P201
P202Select Planning Strategy3P202
P203Establish Baseline3P203
P204Allocate Quota3P204
P205Review & Approve3P205
P206Publish Quota & Incentives3P206

Term(s)

IDNameClearx
CRM(S)Customer Relationship Management SystemCRM(S)

Workflow

FromInput(s)
Process
Output(s)To
wf_processwf_arrow
P1Sales Targets
P2
wf_arrowwf_process
Sales QuotaP1
Sales QuotaS2
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Plan Sell Plan 3120000 2 Plan, Planning, Sales, Leads, Quota, Funnel Development of the sales plan: Sales Quota and Pipeline