OPERATIONAL RULES
An opportunity may not advance to the final pipeline stage until the buyer has taken an observable action that signals intent to purchase - such as requesting a quote, asking for a contract to review, or initiating procurement. Intent cannot be inferred from seller optimism, a verbal expression of interest, or the passage of time. The observation must be recorded in the CRM.
Observance of the Rule
Violation of the Rule
SALESPERSON
Execution
SALES MANAGER
Execution
CRM ADMINISTRATOR
Execution