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Sample Workflow of an Email Interaction

In R2, we created the following:

  1. Four Employee profiles with Planner and Salesperson as the position. The names of the profiles are as follows:

    1. Michael Ross

    2. Harvey Specter

    3. Rachel Zane

    4. Donna Paulsen

  2. A Company/Customer named V. B International and added Jessica Pearson as the primary contact.

  3. The we used Michael Ross' login to create an Opportunity in the name of 'V. B International' with the following details.

E-Mail Recipient's Profile

Person's Name

Opportunity Owner

Michael Ross

Opportunity Contact

Jessica Pearson

Salesperson 1

Harvey Specter

Salesperson 2

Donna Paulsen

Salesperson 3

Rachel Zane
showingopportunitymembers-20250311-070825.png
Figure 1.0: Opportunity screen

Shown below is a hypothetical E-mail exchange happened between the 4 Opportunity handlers and the Customer Contact.

Step 1: Communication initiated by the Customer's Representative (Opportunity Contact).

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Figure 2.0: Communication initiation

Step 2: Responded by Opportunity Owner, with instruction/ to-do items for Salespersons.

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Figure 2.1: Response by Opportunity Owner

Step 3: Further responded by another Salesperson, with some decision points or action items.

timeline-screen-3-20250311-071911.png
Figure 2.2: Further response by another Salesperson

Step 4: Further responded by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.

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Figure 2.3: Further response by another Salesperson

Step 5: Another response by a Salespersons with some to-consider options etc. Seeking opinion from Opportunity Contact.

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Figure 2.4: Further response by another Salesperson

Step 6: Finally, an approval by Opportunity Contact. Keeping everybody in the loop

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Figure 1.5: Final approval by Opportunity Contact by keeping everybody in the loop