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- Social Commerce Platform
- Process
- Evidence and exceptions
Evidence and exceptions
This process keeps a partner drop connected to its owner, the opportunity and the evidence of each decision. Start with one real case and follow the linked records rather than treating a changed status as the whole story.
Step by step
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Record action Partner Manager
Partner Manager runs qualification, proposal or close work against the opportunity.
- Run qualification, proposal or close work against the opportunity.
- Updates Opportunities, Relationship activities, Operation receipts
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Attach support Creator Coordinator
Creator Coordinator keeps a titled link or file associated with the correct parent record.
- Keep a titled link or file associated with the correct parent record.
- Updates Record attachments, Creator attributions, Opportunities
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Inspect receipt Sales Operations
Sales Operations reviews operation type, key, status, time and evidence summary.
- Review operation type, key, status, time and evidence summary.
- Updates Operation receipts
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Resolve exception Sales Operations
Sales Operations assigns a failed or needs-review outcome to the owner of the affected action.
- Assign a failed or needs-review outcome to the owner of the affected action.
- Updates Operation receipts, Opportunities, Creator attributions
Who does what
Roles and permissions- Partner Manager
- , Creator Coordinator, Sales Operations carry out this process.
- Sales Operations
- Investigates receipt exceptions and routes corrections to the owner of the action.
Set up Social Commerce Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.