1.6 Opportunity Commercial Assessment The opportunity commercial assessment will determine who is responsible for the opportunity.
Complete opportunity commercial assessment and gain decision approval from the Business Development Director. Approval may be given verbally and/or written.
Update priority field on ERP with outcome and parent field, if required.
Update Salesperson with the person responsible for ensuring the opportunity completes the sales process.
Log a note confirming the above has been completed.
Add Salesperson as a follower on the opportunity.
If requested by the Business Development Director, save a commercial risk assessment in the opportunity folder on the sales management site on share. The Business Development Director has the authority to change the outcome of the assessment to whichever level they deem appropriate.