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Sales Operations Master Reference

One place for state sizing rules, finance-partner eligibility, the document checklist, and pricing. Start with what you need below, switch lenses any time, or search across everything.

Tell me about the deal

700

… partners

Manager-only. Internal contact points, finance milestones, sales escalations, partner support lines, and approval owners. Not visible to reps.
What's changed recently

    Maintained by Tom Weiss · Spotted an error or missing rule? Send a correction.

    Internal Trinity sales-team resource. Do not share externally.

    This tool reads from state-guidelines.json, cheat-sheet.json, checklist.json, and pricing.json, regenerated by admin-scripts/build-reference-data.py when source files change.