OPERATIONAL RULES

New Engagement Means New Opportunity

When a buyer re-engages after a prior Opportunity has been closed, the new engagement begins a fresh buying cycle. A new Opportunity must be created from scratch. The closed record is never reopened, modified, or treated as a continuation. Each Opportunity represents a distinct and independent buying cycle.

Observance of the Rule

Violation of the Rule

SALESPERSON

Execution

SALES MANAGER

Execution

CRM ADMINISTRATOR

Execution