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As a Sales Development Rep, I want to score and qualify leads using configurable criteria and required fields, so that only high-quality leads enter the pipeline and conversion improves.
Sales → Lead & Opportunity → Lead Management → Lead Scoring & Qualification · BusinessTaxonomy Seed · 2026-01-06
As a Customer Service Rep, I want to manage order changes with versioning and notify customers of changes, so that we reduce disputes and keep a clear order history.
Sales → Order Management → Order Capture → Order Change Control · BusinessTaxonomy Seed · 2026-01-06
As a Order Entry Specialist, I want to validate orders with credit checks, mandatory fields, and compliance rules, so that we reduce downstream blocks and prevent invalid orders.
Sales → Order Management → Order Capture → Order Validation · BusinessTaxonomy Seed · 2026-01-06
As a Account Executive, I want to generate quotes using product bundles and document templates, so that quotes are accurate and aligned with commercial policy.
Sales → Quoting & Pricing → Quoting (CPQ) → Quote Generation · BusinessTaxonomy Seed · 2026-01-06
As a Sales Manager, I want to require specific fields and artifacts before moving opportunities to the next stage, so that pipeline data is reliable and sales execution is consistent.
Sales → Lead & Opportunity → Opportunity Pipeline → Opportunity Stage Gating · BusinessTaxonomy Seed · 2026-01-06
As a Pricing Manager, I want to maintain price lists by region, currency, and customer segment with effective dates, so that pricing is consistent and updates can be planned.
Sales → Quoting & Pricing → Pricing & Discounts → Price Lists · BusinessTaxonomy Seed · 2026-01-06
As a Account Executive, I want to request discounts that route for approval based on margin and amount, so that we protect profitability and keep approvals auditable.
Sales → Quoting & Pricing → Pricing & Discounts → Discount Approval · BusinessTaxonomy Seed · 2026-01-06
As a Returns Specialist, I want to process return requests with disposition decisions and initiate credits, so that returns are handled consistently and financial impact is controlled.
Sales → Order Management → Returns & Credits → RMA Processing · BusinessTaxonomy Seed · 2026-01-06
