Submit trial evidence for an independent decision before completing the technical evaluation.
Relationship Owner records the environment, trial end, active seats and security review against the opportunity. Check the organization and current evaluation revision, and attach the files needed to explain the evidence.
Relationship Owner requests the move from Draft to Submitted. The action checks actor, organization and revision before recording its operation outcome. Keep the submitted evidence identifiable throughout the review.
Sales Manager independently approves, rejects or returns the submitted revision. Approval permits the evaluation to proceed; a rejection or return requires the owner to resolve the reviewer's findings through the agreed correction path.
Relationship Owner requests completion only for an Approved evaluation. Preserve the reviewed evidence and operation history. Completed describes the evaluation result and does not itself decide the opportunity's commercial outcome.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.