Requirements captured
The next person starts informed.
The relationship has a history. Keep it with whoever takes the next step.
Research saved
Company and fit notes
Brief attached
Customer requirements
Alex owns the follow-up
Proposal review · Friday
ONE SHARED RECORD
The next teammate picks up the story here.
Open the example customer record
Northstar · Maya Chen · Launch campaign. Alex owns the proposal review due Friday. The research note and customer brief stay attached for the next teammate.
Illustrative work · Fictional records · No live actions
Try a hands-on example Optional · illustrative only
01 / A clear instruction
Relationship identified
Match the conversation to the right contact and deal.
Connected CRMIllustrative example
The relationship, in contextPipeline
QualifiedEXAMPLE DEALNorthstar
In conversationEXAMPLE DEALFieldwork
Next meeting booked
Next stepEXAMPLE DEALJuniper
Follow-up assigned
The thread stays with the deal
THE INSTRUCTION
“Update this opportunity from the customer’s latest conversation.”
WHAT COMES BACK
Next action assigned
A customer record that tells the next person what happened and what comes next.
Working boundaries
Configure access to customer records and review consequential changes. A platform module being available does not automatically grant an employee permission to use it.