Data types
Sales records
Sales records can explain how a business qualifies an inquiry, considers a proposal, and records an outcome.
A complete task has context.
Illustrative exampleThe request
A company asks for a service that may not fit its needs.
The work
The sales team documents the requirements, checks fit, and revises the proposed scope.
The result
The company accepts the revised scope, with the reason recorded.
A buyer might study qualification or proposal preparation. A list of names and email addresses gives much less evidence of how work happens.
What to inventory
Customer relationship management records, approved sales notes, proposals, and deal histories.
- A sequence of activities tied to the same inquiry
- Recorded outcomes and the reasons behind them
- Field definitions and consistent stage names
What to review
- Do the records contain confidential prices or contractual restrictions?
- Are personal contact details necessary for the proposed use?
- Can historical stage changes be distinguished from current values?
Your records are a good place to start.
Tell us what your team records. We will help you understand the next questions to ask.