Practical checklist
01
Capture source, contact details, required service, owner and next follow-up date.
02
Separate sales stage from delivery/service status to avoid confusing pipeline and operations.
03
Track pending documents and notes against each client order.
04
Use dashboards for due follow-ups, stuck cases and conversion visibility.
Note: This guide is general information, not legal or tax advice for a specific case. Current government forms, thresholds and procedures should be verified before filing.