Log activity · 1d overdue cadence

Log activity L-26194 · Hassan Rahman · stage 5 Negotiation

Pick channel · capture outcome · set the next step. Every entry feeds Activity Timeline and resets cadence. one-to-one communication only · no forbidden outbound-channel or broadcast workflow.

Open Lead Cockpit

Hassan Rahman L-26194Mercedes G63 AMG 2024 · 720K · Yas Mall · marketplace

stage 5 · stuck 5dcadence +1d

01 · Channelone-to-one only · audited

Last touch · 5d ago

Call · K. Ahmed → Hassan · 12 min · 11 May 16:00

Trade-in valuation for Land Cruiser 2021 · budget gap ~30K · customer asked weekend to think over.

call

02 · Activity outcomewhat happened, briefly

What did the customer say? * Visible to Owner + Salesperson · part of audit trail · never customer-facing.

Outcome flag *

Move stage to Test Drive is activity overlay · not a stage.

03 · Next stepcadence resets on save

When *

Channel *

Responsible *

Priority

Note for next step optional

Will append to Activity Timeline · cadence resets · L-26194

Data ownership & safeguardsOne owner per data area · CRM coordinates only

Sales coordination view one-to-one communication model only Read-only · CRM operations Test Drive · activity overlay · not a stage Lead Owner ≠ Assigned Salesperson