Review the acceptance or loss evidence before closing an opportunity and retaining its commercial history.
Relationship Owner brings the verified acceptance or loss basis to the opportunity. Keep the relevant activity outcomes and files attached to that relationship so the reviewer can follow the customer discussion.
Relationship Owner presents the exact opportunity version to be closed. Check the assigned owner, organization and existing expected value before asking for a decision.
Sales Manager verifies the evidence and the submitted version. A successful outcome needs acceptance evidence and a won date; a lost outcome needs a useful loss reason.
Record Won with the won date or Lost with the loss reason. Preserve the earlier expected value and relationship history. Keep the closed opportunity outside the open weighted forecast.
Relationship Owner and Sales Manager use the recorded outcome in the sales review. Any later correction follows the authorized correction path; ordinary activity logging refuses closed opportunities.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.