Opportunities Management
Complete sales opportunity management workflow from initial customer contact through contract signing and payment collection
Objective
Systematically manage sales opportunities to maximize conversion rates and ensure smooth progression from lead to closed deal
Participants (4 roles)
Input
New sales lead or customer inquiry
Output
Closed deal with completed payment
Process Flow
flowchart LR
node0["Customer Information"]
node1["1st Call & Schedule Viewing"]
node2["Viewing"]
node3["Contract: Negotiate & Sign"]
node4["Down Payment"]
node5["Final Payments"]
node0 --> node1
node1 --> node2
node2 --> node3
node3 --> node4
node4 --> node5
classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px
Performance Metrics
7-14 days
Avg. Completion Time
50-100 opportunities
monthlyVolume
20-30%
conversionRate
$25,000-$50,000
averageDealSize
Stages Overview
| PROPERTIES | STAGE 1
Customer Information | STAGE 2
1st Call & Schedule Viewing | STAGE 3
Viewing | STAGE 4
Contract: Negotiate & Sign | STAGE 5
Down Payment | STAGE 6
Final Payments |
|---|---|---|---|---|---|---|
| Stage Owners | Sales Coordinator | Sales Representative | Sales Representative | Sales Representative | Finance Team | Sales Representative |
| Stage Workers | Sales Coordinator | Sales Manager Sales Representative | Sales Manager Sales Representative | Sales Manager | Sales Representative | Sales Manager Finance Team |
| Duration | 30 minutes | 1 hour | 2 hours | 1-3 days | 1-2 days | 1-5 days |
| Output Fields | •
Lead Source* •
Budget Range* •
Interest Level* | •
Contact Outcome* •
Viewing Date •
Customer Requirements* | •
Viewing Outcome* •
Customer Feedback* •
Next Steps* | •
Final Price* •
Discount Percentage •
Contract Status* | •
Down Payment Amount* •
Payment Method* •
Payment Status* | •
Final Payment Amount* •
Total Deal Value* •
Payment Complete* |
| To-dos | • Record customer contact details and preferences • Perform initial lead qualification | • Contact customer within 24 hours of lead receipt • Schedule viewing or demonstration appointment | • Present product/service features and benefits • Address customer questions and objections | • Negotiate pricing and terms • Obtain necessary approvals and signatures | • Send payment instructions to customer • Verify payment receipt | • Coordinate final payment collection • Initiate product/service delivery |
Automation Rules
Automation 1: Custom Automation
If stage_overdue, Then send notification to Sales Representative with message: "Customer has not been contacted for 24 hours. Please follow up immediately."
Automation 2: Custom Automation
If stage_overdue, Then escalate to Sales Manager with message: "Down payment is overdue by 3 days. Please contact customer."
Workflow Summary
Total Stages
6
Total To-dos
12
Output Fields
18
Automations
2