DealSleek · How-to guidePlanned
Design an accountable opportunity lifecycle
Map qualification, proposal, decision and evidence requirements onto the verified DealSleek stage model.
- Audience
- Solution architect, Administrator, Operator
- Owner
- DealSleek revenue operations
- Last reviewed
- Jul 19, 2026
- Reading time
- 12 min
On this page
Define the lifecycle
- 01
Define qualification evidence
Specify the customer signal, ownership and minimum context required to leave the lead stage.
- 02
Define proposal authority
Document who may issue or revise a proposal and which commercial controls apply.
- 03
Define terminal outcomes
Require an explicit won or lost outcome instead of leaving inactive opportunities indefinitely open.
- 04
Retain decision context
Preserve the people, evidence and reasoning associated with material stage changes.
Lifecycle controls
- Assign one accountable owner for every open opportunity.
- Use the canonical stage values: lead, qualified, proposal, won and lost.
- Keep monetary values as integers in the relevant minor unit.
- Separate planned AI recommendations from authorized commercial actions.
- Make terminal outcomes reportable and reviewable.
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