Verify the customer outcome independently and preserve the opportunity's earlier commercial and activity history.
Relationship Owner gathers verified acceptance or loss evidence for the assigned opportunity. Attach the relevant files and identify the activities that explain the customer's response.
Relationship Owner requests closure of the exact stored revision. Keep the expected USD value and earlier activities intact while Sales Manager assesses whether the evidence supports the requested outcome.
An eligible Sales Manager independently verifies the revision and customer evidence. The authorized close records Won with its winning date or Lost with a meaningful loss reason.
Auditor checks that the earlier expected value and all activity evidence remain available. Any subsequent correction to executed scope follows the authorized compensation path with the original records retained.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.