Customer outcome

Step by step

1. Work negotiation Relationship Owner

   The Relationship Owner keeps the opportunity current and records relationship activities as the seller and brokerage resolve terms.

   • Carries current terms and conversation history
   • Updates Opportunities, Relationship activities

2. Submit outcome Relationship Owner

   The owner supplies verified acceptance or loss evidence for the current opportunity revision. The request retains a stable operation key.

   • Presents acceptance or loss evidence for a revision
   • Updates Opportunities, Record attachments, Operation receipts

3. Record outcome Sales Manager

   An eligible Sales Manager checks the source, revision, organization and actor scope, then approves a Won or Lost result.

   • Closes the checked revision as Won or Lost
   • Updates Opportunities, Team members
   ApprovalA person approves before the work moves on.

4. Retain the result Sales Manager

   A win records its date; a loss records its reason. The outcome and operation receipt remain tied to the parent opportunity.

   • Keeps the date or reason with the guarded result
   • Updates Opportunities, Operation receipts

Relationship Owner

, Sales Manager, Auditor.

The owner presents the outcome; the manager authorizes closure; the auditor reads the supporting history.