Reviewing an Opportunity Status Report

After an account executive has submitted a status report, the sales manager can review it. Once reviewed, the sales manager can complete the following fields and then save and close the record:

  • Reviewed By: The sales manager enters his or her name in this field to indicate that the report has been reviewed. This field links to the Employees service.
  • Reviewed On: The sales manager enters the current date in this field to track when the report was reviewed.

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