Here is a horizontal flowchart about the cross-sell proposed process, from which it includes three stages. At the very beginning, create a list with sensitive consignees (untouchable list), and then 7 days to vessel Berth. Crosscheck against the untouchable list, remove untouchable consignee's upload as Leads. Finally, remove untouchable consignee's sell border clearance/bond and depot services if applicable to the rest of the list. Learn more details from this flowchart, or just try to make yours with ease.
