Activities

Relationship activities belong to an opportunity. A type distinguishes Call, Meeting, Email and Task. The due date, completion date and outcome give the producer a simple record of planned and finished follow-up. The line number orders activity records and the revision identifies a version for later checks.

• Record owner. Producer records and completes follow-up. Agency Manager reviews overdue work against the pipeline.
• Related work. Each activity links to an opportunity. Open that opportunity to check its client account and owner before planning another call.
• Visible outcome. Record the completion date and outcome after contact so the next producer can see what happened.

Agree when a due item is considered complete and how outcomes should be written for handoffs. The team should test this rule with a realistic client case and decide how corrections are recorded. Check that the people who prepare work can see what they need, while the person responsible for the decision has the correct access.

A producer promises to call a client after sending a proposal. The task belongs to the opportunity and has a due date. On the day it is due, Follow-up Due surfaces the record. After the call, the producer enters a completion date and outcome, then checks whether the opportunity should advance. The manager can review the same follow-up against the deal rather than searching a separate note.

When planning a call, give the activity a due date that reflects the promised follow-up, then check it from the due list under the producer’s normal access. After the call, enter the outcome while the conversation is fresh. If another producer takes over the opportunity, that person should be able to read the last outcome and see the next due item without asking for a separate handover note. Review completed dates before treating a due item as finished.

A due item is a planning aid, while the completed date and outcome explain the actual contact. If a client asks for another meeting, record that next activity on the same opportunity. The manager can compare both entries with the opportunity stage and ask the producer to update an expected close date that no longer reflects the conversation.

• Follow-up Due — See opportunity activities whose due date has arrived.
• Open Opportunity Pipeline — Return to the deal that needs the next contact.

Read the related process and implementation before rehearsing this handoff.