Sales leader
Context
A sales leader needs a clean funnel: leads scored and handed to the right rep, deals advancing only when criteria are met, won/lost deals closed with reasons so the forecast is trustworthy.
Who is involved
- Marketing: campaigns, lead scoring
- Sales reps: leads, deals, quotations
- Sales leader: stage criteria, pipeline review
- Accounting: Invoices, receivables
Apps & switches to turn on
- CRM
- Product & Marketing
- Sales
- Switches: qualification required; stage criteria; below-cost policy
Flow
- Campaign → Lead (scoring, Hot leads)
- Handover (owner change) → qualify → Convert → Deal
- Quotation → Sales Order (Deal won automatically)
- Invoice → Payment
Initial setup
- Configure pipeline stages and criteria.
- Set up won/lost reason lookups.
- Set stale_deal_alert_days.
- Choose the below-cost policy.
Daily / monthly operations
- Daily: work Hot leads and stalled Deals.
- Weekly: pipeline_review with the team.
- Monthly: Win/Loss analysis, campaign ROI.
Common scenarios
- Prioritising hot leads
- Cannot move a Lead/Deal stage
- Converting a Lead to a Deal
- Stalled Deal
- Closing a Deal won when the customer orders
- Deal lost
- Revenue by marketing campaign
- Selling below cost
AI assistants
- deal_coach suggests next steps per Deal; pipeline_review covers the team; the lead scorer uses the shared hot threshold. Assistants never change stages.