Project as the commercial workspace
The central place for team, activities, communication, documents, specification, vendor inquiries, calculation and customer quotes.
What this process solves
Everyone works on the same version of the opportunity and sees what needs their decision.
When to use it
- When a qualified lead requires several steps or roles.
- When sales, product, procurement and operations collaborate.
- When a quote moves through versions and approvals.
How the process works
- 01
Set team and objective
Assign owner, participants, deadline, value, probability and phase.
- 02
Organize the work
Activities, messages, files and decisions stay linked to the project.
- 03
Run the commercial flow
Specification, vendor offers, comparison, calculation and customer quotes live in one workspace.
Process outcome
- One operational view of the opportunity.
- Clear handoffs between roles.
- Full version, pricing and decision history.