Review the engagement outcome

Step by step

1. Gather evidence Relationship Owner

   The Relationship Owner keeps the customer's acceptance or loss context with the opportunity.

   • Preserve acceptance or loss context
   • Updates Record attachments, Relationship activities, Opportunities

2. Submit revision Relationship Owner

   The owner identifies the current opportunity revision for independent review.

   • Identify exact version to review
   • Updates Opportunities, Review decisions

3. Decide Sales Manager

   A Sales Manager verifies the evidence and records Approve, Reject or Return with a reason against that revision.

   • Approve, reject or return with reason
   • Updates Review decisions, Opportunities
   ApprovalA person approves before the work moves on.

4. Close Relationship Owner

   After eligible approval, the owner records Won with a won date or Lost with a loss reason.

   • Record Won or Lost and action result
   • Updates Opportunities, Operation receipts

5. Check receipt Sales Manager

   The manager examines the operation result if it remains pending or needs review.

   • Investigate an incomplete result
   • Updates Operation receipts, Opportunities

Relationship Owner

Prepares and closes; Sales Manager makes the independent decision; Auditor reviews the result.