We are looking for a button on the Roadmap for the sales rep to check off that we did “numbers” or a Proposal in this case. We have a seasoned sales team and this would help to have them being able to check off all the steps done in the sales process.

Thanks for sharing this, Richard P. Kantor — totally hear you on wanting clearer ownership and a smoother handoff into Proposal. To make sure we’re understanding your workflow correctly, could you clarify a couple things: who’s currently moving guests into Proposal status today, and what issues does that create for the team? Also, in your process what signals/criteria indicate someone is “ready for a proposal” (so sales management can identify them consistently)? And when you say this should be a salesperson’s responsibility, are you looking for a permissions change (only sales can move to Proposal), or more of an expectation/process change where others still could but sales is accountable?