Identify the record
Separate an enquiry, contact, lead and opportunity.
CONNECTION DESIGN · NOT CONNECTED HERE
HubSpot
Plan a CRM handoff around distinct records and reviewed updates.
Define the scope first.
- The intended account and record classes
- Read access distinct from create/update authority
- Source identity and duplicate/update conflict handling
Review the change
Confirm the fields, responsible owner and current version.
Reconcile the result
Avoid repeating an uncertain create or conversion.
Keep this boundary visible.
A prospect’s existence is not evidence of qualification, consent or expected revenue.
See the related workflow ↗