Close the exact opportunity revision from verified customer evidence and preserve the earlier commercial history.
Relationship Owner collects verified customer acceptance or loss evidence and attaches the relevant files. Confirm that the activity history explains the response and that the closing request refers to the current opportunity revision.
Relationship Owner submits the proposed closing action. Keep the expected value and existing activity evidence intact while Sales Manager checks whether the customer outcome supports the requested state.
Sales Manager independently verifies the exact revision and approves the eligible closing action. Won records the winning date; Lost records the loss reason. A trial result or probability estimate alone does not establish customer acceptance.
Auditor follows the closing evidence and decision back to the opportunity. Relationship Owner uses the correction path if executed scope later needs adjustment; ordinary activity actions are refused on closed opportunities.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.