I've been keeping track of company sales in my project list but I can't find the best way to word the project title or list the successful outcome. I can't guarantee that the customer will commit, but I want to track where I am at with them which could be setting up a demo, sending a packet or DVD, making a call, waiting for a reply or just answering questions. I have each customer as a project, but I can't find the magic statement that will let me know that the project is complete since each customer may have a different outcome - an outcome I won't know until they decide. Some customers come and go and I never know quite when they're 'done' or 'on hold' for a while. I end up moving some of them back and forth from projects to S/M which bothers me. I want a definitive end, but I don't know what the end is. If I say the end is submitting the proposal, then don't I still have to add a next action to follow-up after I submit it? Where does it end?
In many cases - the sale is not mine. The customer may be dealing with our sales rep and he reports back to me so I track it because I want to know what's going on. I am involved in setting up demos, reviewing proposals and other parts leading up to the sale so I need to be aware of dates and customer info for scheduling purposes. I may be tracking commitments that aren't necessarily mine, but since I am an owner of the business I feel a responsibility to stay on top of it. Any suggestions?