Step 1
Create account
A referral becomes an account with an owner and two decision-makers.
Illustrative workflow / Sales & account management
A day in the
workflow.
Bring contacts, opportunities, discovery notes and internal handoffs into a sales process your team can follow.
Fictional scenario. This is a marketing walkthrough, not a customer case study or a live CRM.
Step 2
Qualify opportunity
The salesperson qualifies the opportunity and records the missing information.
Step 3
Request review
An internal review prepares the team for a useful meeting.
Step 4
Plan meeting
A dated next action keeps the opportunity visible after the handoff.