A household review needs enough context for someone outside the original conversation to decide. Relationship Owner prepares the assessment against its advisory opportunity. Sales Manager examines the submitted content and records the independent decision before the assessment proceeds to completion.
Relationship Owner opens the Draft review for the intended opportunity. Check the household name and review due date, then record the imported assets under review in USD and the documented risk profile. Attach the supporting content to the parent opportunity.
Relationship Owner submits the assessment. The action checks the current parent and review revisions and validates the assessment against its supporting content. The review moves from Draft to Submitted and the submitted revision is frozen.
Sales Manager independently approves, rejects or returns the assessment with a reason. Approval moves Submitted to Approved; rejection moves Submitted to Rejected. The decision retains the authenticated reviewer and the source revision. The preparer cannot approve their own assessment, and a stale revision cannot receive a valid decision.
Relationship Owner completes eligible approved work after checking the decision and operation result. The review moves from Approved to Completed. Preserve the decision date and the evidence used for the assessment. The parent opportunity retains its own customer outcome.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.