Correct authorized scope and reconcile operation claims without deleting evidence or replaying the underlying action.
Sales Manager compares the unresolved operation with its linked opportunity, activity and review evidence. Identify the declared revision and the effect the receipt claims before deciding what needs correction.
Relationship Owner supplies a reason, expected revision and stable operation identity. The authorized action distinguishes unexecuted scope from executed work. Canceling unexecuted scope preserves its evidence instead of deleting it.
Sales Manager independently approves compensation when the change affects executed scope. The compensating action remains Pending until any required downstream confirmation has actually been received.
Sales Manager checks whether the declared revision and linked local effect genuinely match. Matching evidence can support Completed; a discrepancy stays visible for review with a specific reason. Reconciliation retains a summary receipt for the opportunity without repeating the original business action.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.