Clear a conflict check

Step by step

1. Prepare check Relationship Owner

   The Relationship Owner selects the opportunity and organization, writes the matter summary and gathers supporting evidence.

   • Establish matter and evidence
   • Updates Conflict checks, Opportunities, Record attachments

2. Submit Relationship Owner

   The owner freezes the submitted revision and moves Draft to Submitted.

   • Identify the submitted revision
   • Updates Conflict checks, Opportunities

3. Decide Sales Manager

   The Sales Manager independently reviews the same opportunity and revision, then records Approve or Reject with a reason.

   • Record approval or rejection and reason
   • Updates Review decisions, Conflict checks, Opportunities
   ApprovalA person approves before the work moves on.

4. Complete Relationship Owner

   After approval, the check reaches Completed before engagement acceptance.

   • Preserve the cleared result
   • Updates Conflict checks, Operation receipts

Relationship Owner

Prepares and submits; Sales Manager decides independently; Auditor reviews the trail.