Business Development
Business Development owns client acquisition: finding new prospects, working them through the pipeline, and turning the ones that close into customers. Account Managers take over once an account is trading.
Your dashboard leads with leads created, opportunities created and win rate. Business Development workflow 1 Start the day Every morning
Open your dashboard Leads and opportunities created, win rate, and the pipeline by stage. Clear today's activities Overdue and today's calls, emails and to-dos. Check stalled opportunities Anything with no activity in 14 days or more. 2 Find new prospects Weekly
Review Apollo results New contacts found by Apollo and Claude, waiting for review. Work your prospects list Companies you own that are not yet NetSuite customers. 3 Move leads through the pipeline Through the week
Make first contact Initial Outreach, then Feedback and Negotiation. Send a proposal New Quotation from the lead record. 4 Hand over a new customer When a deal closes
Complete the customer record Territory, channel, tier and the primary Account Manager on the Cabeau tab. Account Manager takes over The account appears in the Account Manager's own list.
Menu What it is for CRM The pipeline board, My Activities, My Quotations, Prospects, Leads, Reporting Cabeau Tools > Apollo Discovery settings, ingest log, contacts pending review, duplicate candidates, block list Sales Orders, customers, products and pricelists Calendar Your meetings Cabeau Tools > Price Change Requests , Relationship Change Requests Requests you have raised and their status
Step-by-step guides that follow one task across the Hub:
Guide Covers Dashboard Leads, opportunities, win rate, pipeline by stage, funnel Prospects Your prospects list and the prospect record Pipeline Stages, the lead record and its buttons Apollo Discovery, Claude lead sourcing and the review queue New customer Creating a customer and filling in the Cabeau tab Activities Your activities and how to plan the next one
