Completion and Reconciliation

A call attachment is complete when the approved action has retained its receipt and the session is marked Completed. The receipt identifies the action, expected version and resulting state. Sales Manager can use that record to investigate work that remains Pending, has Failed or needs further review.

Reconciliation starts by reading the existing result and linked evidence. Where an authoritative external reference is configured, the review compares it with the intended scope. A matching result can be recorded as Completed. A discrepancy stays at Needs review with a specific explanation so the team knows what remains unresolved.

• Completion evidence. The receipt stays linked to its opportunity and action. Check the referenced effects before deciding that a screen message or repeated request represents a new piece of work.
• Exception review. Pending and Failed results need investigation against the existing evidence. If the scope or outcome differs from what was expected, record the discrepancy and leave the item for review.
• Authorized correction. Unexecuted scope can be cancelled through its responsible path. Already executed scope needs a reviewed corrective action that preserves the original identity and result rather than silently replacing the history.

Agree who investigates incomplete actions and which external source is authoritative when a provider reference is present. Set a clear handoff between Relationship Owner and Sales Manager when the owner cannot establish whether an action finished. The next person should receive the opportunity, action and discrepancy, not just a request to try again.

Define the correction process before the first live call attachment. Keep the original completion and its review evidence available when a correction is required. Agree how to distinguish an unexecuted request from work that already took effect. A retry should follow reconciliation of the existing outcome so the team does not duplicate a completed call.

Relationship Owner submits an approved call for completion but does not receive a clear confirmation. Sales Manager opens the existing receipt and checks the linked result before another execution is attempted. If the expected effect is already present and agrees with the reviewed scope, reconciliation can establish completion without creating another attachment.

Repeat the exercise with an external reference that identifies a different call. The discrepancy must remain visible for review instead of being marked Completed simply because a provider record exists. The explanation should identify the mismatched scope so the owner can resolve the right problem.

Finally, ask for a correction after a valid call has completed. Review the existing activity, decision and receipt evidence, then prepare the authorized corrective action. Preserve the opportunity’s expected value and customer outcome throughout: correcting a call attachment does not create a sale, invoice or payment.

• Receipt Reconciliation — Pending, failed and review-needed outcomes show the recorded action and discrepancy.
• Completed Call History — Completed sessions provide the call identity for the result check.
• Decision History — The reviewer can confirm which decision authorized the action being investigated.

Use completion reconciliation and correction after completed-call review.