Review the customer's final outcome

Step by step

1. Collect the outcome evidence Relationship Owner

   The Relationship Owner records the customer's acceptance or the reason the relationship did not proceed. Keep the relevant activity outcome and supporting attachment with the opportunity.

   • Retain acceptance or loss context
   • Updates Relationship activities, Record attachments, Opportunities

2. Submit the current revision Relationship Owner

   Submit the closing request against the exact opportunity revision. Confirm the intended consumer account, owner and organization before asking the Sales Manager to decide.

   • Establish the eligible revision and acting owner
   • Updates Opportunities, Team members

3. Verify the customer decision Sales Manager

   The Sales Manager independently reviews the eligible revision and its acceptance or loss evidence. The decision must apply to the submitted work, including any clarification raised during review.

   • Record an independent decision on the submitted revision
   • Updates Review decisions, Opportunities
   ApprovalA person approves before the work moves on.

4. Retain the outcome Relationship Owner

   An accepted winning outcome sets Won with its won date. A losing outcome sets Lost with its loss reason. Preserve the earlier expected value and the activity evidence so later review can explain both the original expectation and the eventual decision.

   • Set Won with won at or Lost with loss reason and preserve history
   • Updates Opportunities, Relationship activities, Operation receipts

5. Check the operation result Relationship Owner

   The Relationship Owner and Sales Manager inspect the receipt and resulting opportunity. Resolve a discrepancy through reconciliation before relying on the completed action in operating review.

   • Confirm the declared result against the source
   • Updates Operation receipts, Opportunities

Relationship Owner

, Sales Manager, Auditor.