What matters
A business opportunity can require more than one reviewer and a defined proposal process. Record those participants and outstanding decisions so follow-up reaches the right context instead of only the initial requester.
Put it into practice
- Identify the purchasing context
- Record participants and approval steps
- Follow up on the next decision
An example in practice
An office manager requests a service proposal for a team. The record includes who reviews the scope and when the next discussion should happen.
What to track
Track opportunities with a known next approval step.