Example: discounts wait on the owner
- Systems involved
- CRM
- Accounting
- Key finding
- Discounts over $500 wait three days for the owner's OK.
- Evidence
- Most get approved as asked
- The wait sits in the owner's inbox
- Nobody else has a limit
- Recommended action
- Move discounts up to $2,000 to the sales lead. An agent drafts, the lead approves, the owner sees one weekly list.






