If you are Sales Rep, appropriately assess opportunities before passing them to the Account Executive
Instructions
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Check if the opportunity is qualified based on the following criteria:
- The prospect fits your company’s client profile.
- The decision-maker has already been contacted.
- The prospect shows a clear interest in going forward. For example, they are already looking forward to talking to an Account Executive. -
Pass the qualified opportunity to the Account Executive.
Give the Account Executive all the information they need to close the opportunity.
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