OPERATIONAL RULES

Close Opportunities With No Next Step

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