Close outcome

Step by step

1. Confirm the customer decision Sales Representative

   Sales Representative checks the latest conversation and verifies whether the deal was won or lost. The owner reviews account, item scope and expected value.

   • Read customer context and offered items
   • Updates Opportunities, Relationship activities, Opportunity lines

2. Supply outcome and reason Sales Representative

   The representative gives the close action the caller-supplied result and reason. A useful loss reason should explain the customer's decision to someone who was not on the call.

   • Set won or lost result and reason
   • Updates Opportunities

3. Run the close action Sales Representative

   The workflow moves the opportunity to Won or Lost and writes an operation receipt for Close Outcome.

   • Change status and log the operation
   • Updates Opportunities, Operation receipts

4. Check the evidence Sales Manager

   Sales Manager compares the opportunity status with its receipt and any attached customer material. A failed or needs-review operation needs attention before analysis relies on the result.

   • Review the action and support material
   • Updates Operation receipts, Record attachments, Opportunities

5. Prepare later contact Retention Specialist

   If a customer follow-up is appropriate, Retention Specialist can link a new case to the closed opportunity and its account context.

   • Keep later contact tied to the deal
   • Updates Retention follow ups, Opportunities

Sales Representative

Records the outcome.

Sales Manager

Checks unusual closures.

Revenue Analyst

Reads outcome and receipt patterns.

Retention Specialist

Prepares later contact.