Outcome verification

Close a hospitality opportunity with customer evidence and an independent revision check.

Step by step

Gather the outcome Relationship Owner

Relationship Owner records the buyer's verified acceptance or the reason the buyer declined and keeps the activity trail attached.
- Acceptance evidence or loss reason retained
- Updates Opportunities, Record attachments, Relationship activities
Submit the revision Relationship Owner

The owner presents the current opportunity revision and evidence to an eligible independent reviewer.
- Current revision presented for review
- Updates Opportunities, Review decisions
Verify outcome Sales Manager

Sales Manager checks the exact revision, buyer evidence and prior activity before approving the close.
- Approve, Reject or Return decision with reason
- Updates Review decisions, Opportunities
ApprovalA person approves before the work moves on.
Record the result Relationship Owner

An accepted case moves to Won with its win date; a declined case moves to Lost with its loss reason. The prior expected value remains.
- Verified case set to Won or Lost
- Updates Opportunities, Operation receipts
Inspect the receipt Sales Manager

The team checks the guarded action's operation key and resulting state before counting the outcome as complete.
- Completed or needs review according to effect
- Updates Operation receipts, Opportunities

And how to keep it from happening.

A verbal acceptance is taken as a closed outcome without evidence.
The reviewer decides on an older revision after the owner changes the opportunity.
The close action overwrites the expected value, losing the baseline for later analysis.
A failed or pending receipt is mistaken for proof of a completed win.

Start free, then use Proto to change fields, steps and approvals before your team goes live.