Read the existing result before retrying work and preserve executed history when a correction is required.
Sales Manager identifies a Pending or Failed receipt and its opportunity. Review the action and recorded explanation before asking the owner to repeat it.
Sales Manager checks the local effects and, where configured, the authoritative external reference. Compare the identity and reviewed scope with the action that was requested.
A matching outcome can become Completed. A discrepancy becomes Needs review with a real explanation. Keep the issue visible when the expected effect cannot be established.
Relationship Owner identifies whether the requested scope has executed. Unexecuted scope can be cancelled through the responsible path; executed scope needs a corrective action that retains the original identity.
Sales Manager approves the correction for executed scope after reviewing the prior activities, decisions and receipts. Relationship Owner follows the eligible action and checks its result without erasing the original evidence.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.