An Executive can enter details of potential buyers, record every interaction with them and schedule a call on a planner. A Sales Executive can be differentiated into three categories (it is optional, otherwise a single executive can carry out all the three roles):
The Finder captures information of prospects and forwards it to the appropriate personnel. Forwarding of the prospect can be automatic or manual. In automatic mode, the prospect is forwarded to the personnel whose territory and product matches that of the prospect. In manual mode, it is left to the discretion of the Coordinator to assign the new prospect to the appropriate personnel.
A Seller moves forward with the sales process, opens deal, makes sales call and initiates deal action based on the prospect information received from the Finder.
A Closer acts in concert with the Seller to pursue the best opportunity and works towards closing the deal.