Business Process assistance

[salesagility]

This one requires minds greater than mine (not terribly difficult) ...

A client is an distributor. They have a field sales force and a quotations office. The quotations office prepares quotes for contractors/specifiers and assigns the quotes as opportunites to the field sales force who follow them up.

Approximately 10-15% of the quotations that they prepare are for the same contract i.e., 5 or 6 contractors will approach them to ask for the a quotation for the same materials for the same project. It makes no sense to create 5 or 6 opportunities as this would only serve to artificially inflate the pipeline. There is only one opportunity....only one of the 5 or 6 contractors is going to get the business.

The field sales force is split geographically. Frequently, for situations above, the contractors who have asked for quotations are spread across territories and have different sales people allocated to them.

What my client wants to do, is to have his quotations office prepare the quotation and assign the opportunity to the each of the field sales force who has a contractor who has asked for a quotation.

There is only one opportunity, but there may be four or five field sales people who have to manage that one opportunity i.e. follow up the quotation with the contractors in their geography and update the opportunity/pipeline as appropriate.

Can anyone suggest a way of modelling this in Sugar Open Source (4.5h)?