Eggy CRM Elite Staff Sales SOP

SOP for staff using CRM Elite to manage leads, pipelines, follow-ups and revenue recovery.

1. Purpose

Give sales and admin staff a repeatable process for capturing, qualifying, following up and recovering opportunities.

2. When to use this process

Use it whenever a new lead arrives, a deal moves stage, a follow-up is due, an opportunity stalls or an extension/redeem-code issue appears.

3. Staff role responsible

Sales staff own leads/deals. Managers review pipeline health. Admins manage imports, backups and extension access.

4. Step-by-step procedure

Add lead, record source, qualify, create contact/company, open deal, set next follow-up, review risk/revenue indicators and close or recover stale opportunities.

5. Quality checks

Every active opportunity has owner, value, stage, next action, source and latest note. No stale deals remain without a follow-up reason.

6. Escalation rules

Escalate high-value stalled deals, failed migrations, extension unlock problems or data corruption immediately.

7. Related feature

Leads, pipelines, FollowGuard, RevenueShield, DealPulse, ExtensionEngine and migration tools.

8. Related troubleshooting

EGGY-DB-002, EGGY-AUTH-003, EGGY-EXT-006 and EGGY-CONFIG-008.

Still stuck? Run Diagnostics and include the product, edition, version, exact error and screenshot in your support request.