OPERATIONAL RULES
Every open Opportunity must have a scheduled Next Step with an assigned owner at all times. An Opportunity without one has no defined path forward and no accountability for progression. It is a Zombie Opportunity and must be closed. The absence of a Next Step is not a temporary oversight - it is an operational validity failure.
Observance of the Rule
Violation of the Rule
SALESPERSON
Execution
SALES MANAGER
Execution
CRM ADMINISTRATOR
Execution