Completed-Call Review

Step by step

1. Prepare the call Relationship Owner

   Relationship Owner selects the opportunity and creates a Draft call session. Check the provider identifier, start date, duration and recorded consent against the call being attached.

   • Draft call identifies its relationship and provider evidence
   • Updates Call sessions, Opportunities, Organizations

2. Submit the saved call details Relationship Owner

   Relationship Owner submits the call under the correct organization and expected version. The submission checks the saved details and provider identifier before recording Submitted and retaining the version for review.

   • Validated call becomes Submitted for review
   • Updates Call sessions, Opportunities, Team members, Users

3. Decide independently Sales Manager

   Sales Manager reviews the same opportunity and submitted call version. The reviewer must differ from the submitter. Approve records Approved; Reject or Return records Rejected with a reason and decision date.

   • Independent decision records Approved or Rejected
   • Updates Review decisions, Call sessions, Team members
   ApprovalA person approves before the work moves on.

4. Complete the approved attachment Relationship Owner

   Relationship Owner executes the eligible Approved call with its matching approval and retained consent. The completion receipt is kept before the session becomes Completed. The parent opportunity's commercial state remains unchanged.

   • Receipt is retained before call completion
   • Updates Call sessions, Review decisions, Operation receipts

5. Check an uncertain result Sales Manager

   Sales Manager reads the existing receipt and linked evidence when completion is unclear. Reconcile the outcome before deciding whether further action is needed.

   • Existing outcome is reconciled before another action
   • Updates Operation receipts, Call sessions

Relationship Owner

, Sales Manager, Auditor