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- Recruitment CRM
- Process
- Receipt reconciliation
Receipt reconciliation
Operation receipts preserve a key, action, expected revision, result state and time for a guarded action. They give the Sales Manager a way to examine whether the linked opportunity reflects the intended result. A receipt that needs review stays visible until its reason is understood.
Step by step
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Close outcome Sales Manager
The Relationship Owner provides the client evidence and the Sales Manager reviews the opportunity outcome.
- Establishes reviewed client result
- Updates Opportunities, Review decisions
ApprovalA person approves before the work moves on. -
Reconcile receipt Sales Manager
The Sales Manager compares the receipt's expected revision with the current opportunity and any external reference.
- Compares expected and actual revision
- Updates Operation receipts, Opportunities
-
Resolve exception Sales Manager
A pending receipt can be marked Completed when its expected effect is present; a receipt that cannot be confirmed needs review with a reason.
- Records completion or need for review
- Updates Operation receipts, Opportunities
-
Preserve history Sales Manager
The team retains the original operation key and receipt when a later correction is considered.
- Keeps original evidence available
- Updates Operation receipts, Review decisions, Record attachments
Who does what
Roles and permissions- Sales Manager
- Reconciles operation evidence; Relationship Owner provides case context; Auditor inspects authorized history.
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