The waiting list is for managers. Salespeople work from their deals, so each deal involved says what cross-sell has done with it.
On the first deal: the Cross-sell card
A deal that has passed its customer on has a Cross-sell card beside its details, one entry per rule. It reads one of three ways.
- Waiting: the day it opens and the first task. A manager sees Open now and Don’t open here too.
- Opened: the new deal as a link, its owner, and its stage, or Won with the value, or Lost. If the rule shows credit, the card says so.
- Not opened: the reason, such as a safeguard or a manager stopping it.
The card is drawn for anybody who can open the deal. The link to the new deal opens it only for people whose role lets them see it.
On the new deal: where it came from
Under its title, the deal a rule opened says Cross-sell from the first deal, as a link, who brought it in, the day it opened and the rule. Its details have Cross-sell from set to the first deal, which nobody can change.
If the customer is not interested
Close the new deal as lost with the reason, as any other deal. The reason shows in the cross-sell report, and the first salesperson is told it was lost and why.
In History
The first deal’s History says when the rule noted it, when the next deal opened and for whom, or why it did not. The new deal’s History starts with Opened by the cross-sell rule and the first deal’s name, by whoever pressed Open now, or by Cross-sell when the rule did it on its day.
Several rules on one deal
A tiles deal can start more than one rule, for example one into kitchens and one into wardrobes. The card lists each rule’s deal on its own line, newest first, so the salesperson sees every department their customer has been passed to.
The card and the line under the title appear only while Cross-sell is on for your business. Switch it off and they go; switch it back on and they return as they were.
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