SOFTWARERADAR — FIRST CRM SETUP

A fictional B2B service-sales brief, not an actual product implementation or a vendor-ready import template. Map its record types, IDs, associations, stages and outcomes to the chosen CRM before any authorised rehearsal. Won/Lost are outcomes; products can represent them differently. Due days are relative exercise days, not calendar dates.

Six enquiries: Q01 is unqualified intake with an unknown amount; five deals include D01/D02/D03 open at GBP 15000, D04 won at GBP 6000 and D05 lost at GBP 2000. D01 and D03 share company O01/person C01 but represent different purchases. Deal amounts are fictional possible sales, not software costs or recognised revenue. Do not add the intake record to deal totals or count closed deals as open.

D04 is owned by Sales B as a sales record; its next handover action belongs to Delivery A. A win is not delivery completion. The nine checks propose expected behaviour, including repeated events and restricted-role visibility. They do not report that a CRM passed. Your configuration, product/plan, observations, evidence and decisions remain blank. No account connection, import, customer message or automation is executed by these files.

Use fictional or authorised records in an appropriate test environment. Check the retained edition, actual relationships and observed results.

https://softwareradar.co.uk/guides/crm-setup-small-business/