The daily review serves to identify stalled negotiations, communications to evaluate and events to clarify. The historian helps to reconstruct decisions and not to lose the context between one revision and the next.
Change history and traceability
- Open the record or request whose path you need to reconstruct.
- Read author, date, version and type of recorded event.
- For a phase shift, compare the previous phase and destination with the linked activity.
- Distinguish internal changes, decisions and dispatch receipts, keeping the references useful for verification.
Daily routine of the sales manager
- Open the Overview and check your agenda, new opportunities and priority tasks.
- Review pipeline by product and update only confirmed business steps.
- Evaluates research proposals and communications to be approved, reading recipient and version.
- View submissions, responses and deadlines and assign the next step to each relevant deal.
Putting this into practice
Start with exceptions and activities awaiting a decision. After an update, check that the result is recognizable and that the next step has someone responsible.
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