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> Exlcluir propostas "em venda"
Exlcluir propostas "em venda"
Reviewing Sales Proposals
Gather all sales proposals that need to be evaluated
Check the status of each proposal to ensure it is "em venda" (in sales)
Evaluate the following criteria for each proposal
Proposal completeness
Pricing accuracy
Legal compliance
Sales strategy alignment
Document any issues or concerns identified during the evaluation process
Communicating with Sales Team
Schedule a meeting with the sales team to discuss the proposals
Provide feedback on the evaluated proposals
Address any questions or clarifications needed from the sales team
Confirm the next steps for each proposal, such as revisions or further evaluations
Making Decisions
Prioritize the proposals based on their evaluation results
Determine which proposals should be excluded from the sales process
Clearly communicate the decision to exclude the proposals to the sales team
Document the reasons for excluding each proposal for future reference
Updating Systems and Records
Update the status of the excluded proposals in the sales tracking system
Maintain a record of the excluded proposals and their reasons for exclusion
Follow any necessary protocols to archive or remove the excluded proposals from the system
Ensure all relevant stakeholders are aware of the updated status and records
Follow-up and Monitoring
Monitor the progress of the remaining sales proposals
Conduct periodic reviews to ensure the sales team is following the correct sales process
Provide support or guidance as needed to the sales team
Continuously evaluate the effectiveness of the checklist and make improvements if necessary
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