Connect the viewing window to a complete visit record and an independent decision on its revision.
Sales Manager inspects the selected property's stored reservation, including the agent, time window and expiry. App Administrator maintains the listing details and recorded owner consent.
Relationship Owner supplies the address, visit time, asking price and feedback for the current visit revision. The selected property and reservation must relate to the intended opportunity. The action moves Draft to Submitted with an operation receipt.
Sales Manager independently approves, rejects or returns the submitted revision through the guarded action. A return provides the correction path; a changed draft needs another eligible review.
Relationship Owner requests completion of the Approved visit through the permitted action. Its Completed result retains the visit evidence and receipt without deciding the listing or opportunity outcome.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.