Review and evidence

The Sales Manager reviews eligible relationship and segment work independently of its preparer. The decision records the source revision, reviewer, time, reason and operation key against the opportunity. Approve, Reject and Return distinguish the recorded response while preserving the explanation the Relationship Owner needs for the next step.

Evidence files remain attached to the opportunity with a title, evidence type, uploader and visibility scope. The reviewer can examine that material alongside the activity history and prepared request. This gives the team a traceable basis for proposal advancement, segment approval or the final customer outcome.

• Submitted scope. Identify the exact revision under review and the decision being requested. The Relationship Owner prepares the relevant evidence before the Sales Manager acts, so the reviewer can assess a definite version of the work.
• Decision record. Capture the reason with the review response. A rejection or return should explain the issue the owner needs to address, while an approval should remain associated with the evidence that supported it.
• File visibility. Use Internal and Shared visibility deliberately when attaching evidence. Agree the access policy for each scope during setup and verify it with the intended readers before the team relies on attachments for review.

Choose what qualifies someone to review each kind of decision, and confirm how independence from the preparer is checked. Agree how review coverage works when the usual Sales Manager is unavailable. Use separate accounts for preparation and review during rehearsal so the handoff reflects the real operating responsibilities.

Define useful evidence types and file titles. A customer acceptance file, a segment evaluation and a proposal scope should be distinguishable when someone opens the opportunity later. Agree retention and access procedures with the people who own that information, and test visibility through the same signed-in roles that will use it day to day.

The Relationship Owner prepares the Rivera household proposal and attaches the supporting scope. The Sales Manager reviews the submitted revision and records a decision with a reason. The Relationship Owner then follows that decision into the eligible next action, and Auditor traces the evidence without changing it.

Repeat the rehearsal while the owner changes the proposal after the review begins. The approval must remain tied to the version actually assessed, and the changed submission needs the current decision path. Also return a segment evaluation for clarification and check that the reason remains readable. The team should be able to explain what was reviewed, who decided and which evidence supported that decision.

• Segment Submission Inbox — Prepared segment revisions awaiting an independent review decision.
• Review Decision History — Review responses with the source revision, reviewer and reason.
• Internal Evidence — Opportunity attachments marked Internal for the agreed access policy.

Use proposal review, segment review and customer outcome review for the corresponding decision rehearsals.