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Basic Sales Process Checklist
- Prospecting for Leads âť‘ Lead list checked against the database for duplicates âť‘ Lead fits basic prospect requirements (e.g. income level, type of business, etc.)
- Setting Appointment âť‘ Initial contact made (phone call, email, in-person visit, etc.) âť‘ Pre-qualification completed ...
- Presentation ❑ Final qualification completed – the prospect is a true opportunity ...
- Post-Closing âť‘ Reported sale to sales manager ...
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