User Stories (Prime Sales)

User stories for Prime Sales.

NMS Prime is a CRM, BSS and OSS platform for ISPs and Telcos.

Sales rep

As a rep, I capture a lead with contact and address so I can follow up.
As a rep, I mark a lead hot / qualified when it is ready to pursue.
As a rep, I promote a qualified lead into an opportunity on the right pipeline.
As a rep, I add products / tariffs to an opportunity to size the deal.
As a rep, I drag an opportunity between stages as the deal progresses.
As a rep, I convert a won opportunity into a service contract without re-typing customer data.

As a manager, I define pipelines (e.g. FTTH vs cable) with their own stages and probabilities.
As a manager, I watch the funnel: how many deals and how much value sit in each stage.
As a manager, I read the weighted forecast based on stage probabilities.
As a manager, I filter the funnel by owner, area, deal size, probability, or close date.