Practical checklist
01
Capture source, contact details, requirement, owner and next follow-up date.
02
Separate sales stage from delivery or project status to keep the pipeline clear.
03
Track communication history, notes, quotations and pending actions against each account.
04
Use dashboards for due follow-ups, ageing opportunities and conversion visibility.
Technology note: Exact implementation choices depend on your current stack, security requirements, third-party platforms, API access and production environment.