Customer Outcome

Step by step

1. Track negotiation Relationship Owner

   The Relationship Owner logs the customer contact that shows negotiation has started and advances the opportunity from Proposal to Negotiation when that is the real stage of discussion.

   • Shows the current commercial discussion
   • Updates Opportunities, Relationship activities

2. Prepare outcome evidence Relationship Owner

   The owner records the acceptance or loss conversation as relationship activity and attaches any supporting file to the parent opportunity. The expected value remains available for comparison with the outcome.

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

3. Decide customer outcome Sales Manager

   The Sales Manager checks the evidence and exact opportunity revision, then approves the recorded result or returns the case for more detail. The independent decision states its reason and reviewed version.

   • Records an independent decision on the exact revision
   • Updates Review decisions, Opportunities, Team members
   ApprovalA person approves before the work moves on.

4. Record close Sales Manager

   A Won opportunity records its won date; a Lost one records the loss reason. The customer result remains linked to earlier activity, lane work, attachments, decisions and operation receipts.

   • Keeps Won with its date or Lost with its reason
   • Updates Opportunities, Operation receipts

Relationship Owner

Supplies the customer evidence.

Sales Manager

Reviews the exact version and decides.

Auditor

Reads the resulting outcome history.