Attribution to review

Step by step

1. Record attribution Creator Coordinator

   Creator Coordinator creates a Draft attribution with creator, order reference and attributed orders against the parent opportunity.

   • Create a Draft attribution with creator, order reference and attributed orders against the parent opportunity.
   • Updates Creator attributions, Opportunities, Accounts

2. Attach evidence Creator Coordinator

   Creator Coordinator links the relevant receipt or document to the attribution.

   • Link the relevant receipt or document to the attribution.
   • Updates Record attachments, Creator attributions

3. Submit attribution Creator Coordinator

   Creator Coordinator changes Draft to Submitted once the reference and quantity are ready to review.

   • Change Draft to Submitted once the reference and quantity are ready to review.
   • Updates Creator attributions

4. Review attribution Attribution Reviewer

   Attribution Reviewer records Approve, Reject or Return for the submitted revision and gives a reason.

   • Record a decision for the submitted revision and its reason.
   • Updates Review decisions, Creator attributions, Team members
   ApprovalA person approves before the work moves on.

5. Resolve result Creator Coordinator

   Creator Coordinator records the matching attribution status after the decision and keeps changed revisions distinguishable.

   • Record the matching attribution status and keep changed revisions distinguishable.
   • Updates Creator attributions, Review decisions

Creator Coordinator

, Attribution Reviewer carry out this process.

Attribution Reviewer

Makes the independent decision; Creator Coordinator updates the attribution after that decision.