Follow-up completion

Step by step

1. Identify the reviewed promise Relationship Owner

   Relationship Owner opens the commitment submitted for review. Confirm the parent opportunity, subject and due date so the recorded result refers to the customer work that Sales Manager actually assessed.

   • Resolve the commitment and reviewed scope
   • Updates Follow up commitments, Opportunities

2. Check approval evidence Relationship Owner

   Relationship Owner checks that Sales Manager's approving decision and its linked operation receipt have been recorded. A pending, rejected or returned review cannot support completion simply because the work appears ready.

   • Establish the persisted approving decision
   • Updates Review decisions, Operation receipts, Follow up commitments

3. Check the recorded completion Relationship Owner

   The reviewed follow-up action marks the commitment Completed only after the approving decision and linked receipt are retained. Relationship Owner checks the completion and decision dates against that evidence. The result must identify the same commitment and revision that Sales Manager approved.

   • Check Completed, completed at and decision at against retained approval evidence
   • Updates Follow up commitments, Review decisions, Operation receipts

4. Inspect the customer record Auditor

   Auditor traces the completed promise to its decision and operation evidence. Relationship Owner keeps the opportunity's next commercial action clear. Completing a follow-up does not establish customer acceptance or change the sale to Won by itself.

   • Confirm the evidence without conflating sales closure
   • Updates Follow up commitments, Review decisions, Opportunities, Operation receipts

Relationship Owner

, Sales Manager, Auditor.

Sales Manager

Records the independent decision.

Relationship Owner

Checks the resulting commitment, and Auditor traces the evidence behind its completion.