Review and complete a customer segment

Step by step

1. Prepare the audience evaluation Relationship Owner

   The Relationship Owner creates Draft segment work for an opportunity and organization. Record the segment name, consent basis, qualified-member count and evaluation time from the audience source agreed during setup.

   • Establish Draft scope and evaluation evidence
   • Updates Customer segments, Opportunities, Organizations

2. Submit the revision Relationship Owner

   Submit the prepared segment through the guarded action. It rechecks the actor, organization and revision before moving the segment from Draft to Submitted and retaining the operation result.

   • Draft to Submitted after guarded checks
   • Updates Customer segments, Operation receipts

3. Review the segment Sales Manager

   The Sales Manager independently approves, rejects or returns the submitted evaluation with a reason. Approval moves the segment to Approved; rejection records Rejected. A returned decision identifies the clarification needed before the next eligible action.

   • Retain the independent decision and resulting state
   • Updates Customer segments, Review decisions, Operation receipts
   ApprovalA person approves before the work moves on.

4. Complete approved work Relationship Owner

   The Relationship Owner executes the eligible completion action on the approved revision. The action checks authority again, moves the segment from Approved to Completed and writes its operation receipt.

   • Approved to Completed for the eligible revision
   • Updates Customer segments, Operation receipts

5. Inspect the result Sales Manager

   The Sales Manager checks the receipt and linked evidence when reconciling the work. Where a connected destination is involved, follow the confirmation procedure agreed for that connection.

   • Compare the operation result with its evidence
   • Updates Operation receipts, Customer segments, Review decisions

Relationship Owner

, Sales Manager, Auditor.