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- Recruitment CRM
- Process
- Outcome review
Outcome review
The opportunity's final status should describe the client result. A win has a won date; a loss has a reason. The owner supplies the client evidence and the Sales Manager gives an independent review of the exact revision before closure.
Step by step
-
Begin negotiation Relationship Owner
The Relationship Owner records the client discussion behind the Negotiation stage.
- Shows the active client discussion
- Updates Opportunities, Relationship activities
-
Close outcome Relationship Owner
The owner submits acceptance or loss evidence; the Sales Manager approves the reviewed revision before the opportunity is marked Won or Lost.
- Preserves decision and supporting evidence
- Updates Opportunities, Review decisions, Record attachments
ApprovalA person approves before the work moves on. -
Complete mandate Relationship Owner
Where a mandate was approved, the owner checks its separate completion evidence before marking it Completed.
- Records the mandate's later completion
- Updates Hiring mandates, Opportunities
-
Reconcile receipt Sales Manager
The Sales Manager checks the action receipt against the opportunity's current revision and result.
- Confirms the recorded result or flags review
- Updates Operation receipts, Opportunities
Who does what
Roles and permissions- Relationship Owner
- Prepares closure evidence; Sales Manager independently reviews the result; Auditor reads authorized history.
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