An interrupted or failed action needs investigation before the advisor repeats it. Sales Manager compares the operation receipt with the opportunity and the effects already recorded. Relationship Owner supplies the business context and requests a correction only after the team understands what happened.
Relationship Owner opens the receipt in the exception queue and checks its action, expected revision and failure reason. Keep the original operation key available. Distinguish an equivalent retry from a request whose inputs have changed.
Sales Manager selects reconciliation and reads the pending or failed receipt alongside sibling receipts for the same opportunity. Compare the parent revision and linked effects with the intended action. An isolated success message is insufficient when the linked records disagree.
When the receipt carries an external reference, Sales Manager checks the configured source responsible for that result. Confirm that it concerns the same scope and identity. If the source is unavailable or disagrees, keep the result under investigation with a useful reason.
Sales Manager verifies completion only when the observed effects agree. Relationship Owner requests correction or cancellation against the current opportunity with a reason. Separate unexecuted scope from accepted or executed effects and preserve the evidence of completed work.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.