Actions

P2

Plan Sell

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 C20000 2 Plan, Planning, Sales, Leads, Quota, Funnel Development of the sales plan: Sales Quota and Pipeline