Leaders Should Be Able to Confirm AND Request Quotes

Sunday, October 31, 2010
When leaders are constantly asked to confirm quotes, it usually means team members are working hard. Of course, it is ideal to see members actively pursue new accounts, but leaders may sometimes notice forgotten accounts.
The leader could take up the task and create the quote him/herself, but in this workflow he/she would have to also approve it, and that isn't ideal.

Distribution of work is essential, so let's let members draft all quotes. When a leader sees a case that seems to be forgotten, he/she can instead *request* members to create a quote. This flexible workflow can be started by either leader or member.