Give each open inquiry a useful next action. A click is not a booking, a proposal is not a sale, and silence is an unknown reason.
Use your browser’s Print command to print or save as PDF before closing. Entries stay in this page’s memory and are not saved or submitted. Use initials or a reference number rather than sensitive prospect information. Keep your actual records in an approved system.
Your weekly review
Count received inquiries, attended calls, proposals, paid engagements, and collected payments separately. Record a lost reason only when the prospect provides it. Respect requests to stop contacting them.