OPERATIONAL RULES

Close Stalled Opportunities With No Decision Maker

An Opportunity cannot advance to the final stage without an identified Decision Maker. If an opportunity has been in the penultimate stage past its Expected Close Date with no buyer evidence supporting a revised date, and no Decision Maker has been identified, the opportunity has no valid path to close. It must be closed.

Observance of the Rule

Violation of the Rule

SALESPERSON

Execution

SALES MANAGER

Execution

CRM ADMINISTRATOR

Execution