Keep replies, notes, tasks, owners, and opportunities together so the team knows what to do next.
What belongs in CRM
Use CRM to record the next step after research or outreach: the person and company, conversation context, owner, notes, tasks, and opportunity stage or value when available. Put the information link or source in the note so another teammate can understand the decision.
Read Manage CRM and Unibox follow-up for the audited reply-status and CRM-tab workflow.
Common operations
- Review CRM features and records
- Manage lead lists
- Manage opportunities
- Make calls and send SMS
- Manage replies in Unibox
- Send a one-off email
Hand off work clearly
- Open the contact or company and confirm the record is not duplicated.
- Review the latest reply or signal before changing status.
- Add the owner, note, task, and due date that explain the next action.
- Move the opportunity only when the conversation supports the stage.
- Verify the activity appears in the record and that teammates can see it under their role.
CRM operating model
Use Everything, Emails, Calls, SMS, and Tasks to separate activity types. Assign an owner before handoff, keep the stage aligned with the latest reply, and create a task or opportunity for every qualified next step.