Relationship activity

A relationship activity is a call, meeting, email or task attached to an opportunity. It can carry a due date, completion date and outcome, so the next step and the result of a conversation can be read together. The activity also has a line number and revision, keeping entries distinct as the opportunity changes. The Relationship Owner uses these entries to explain why a client request advanced or closed.

Suppose a client first calls about a technical role, then meets with the owner to refine the start date. The owner logs each conversation against the same opportunity. The first entry records the request; the meeting records the revised timing and next action. When the Sales Manager reviews a proposed mandate, the discussion is visible beside the hiring terms instead of being left in a private notebook.

• Type. Mark an activity as a call, meeting, email or task to distinguish contact from planned work.
• Timing. A due date organizes a next action; completion date and outcome tell the team what happened.
• Parent. Every activity points to its opportunity, even when several requests belong to the same account.

Agree what an outcome should contain. A useful outcome states the decision or next action in plain language; a type alone does not tell a reviewer what the client agreed to. Choose when an owner should log a call or meeting and when a future task should be entered. Decide whether due dates are used for every task or only for actions that affect a pending client decision.

Keep activity attached to the specific hiring request. If a client discusses two positions in one meeting, the owner should make the relevant context findable from each opportunity. Rehearse how the team handles a completed task with an empty outcome. The record can carry both timing and outcome, and reviewers depend on that context when they assess qualification or closure.

Create an opportunity and log a call that establishes a position need. Add a task due before the next meeting, then enter the meeting outcome when it occurs. Ask a second person to find the entries from the opportunity and explain why the status advanced. Repeat with a request that does not progress: the activity should make the reason readable to the Sales Manager. For a final decision, check that the evidence belongs to the opportunity being closed, with the correct parent and revision.

• Activities due — Planned calls, meetings, emails and tasks with parent opportunity and outcome.
• Relationship activity — Calls, meetings, emails and tasks show their parent request and recorded outcome.

See client intake for qualification activity and outcome review for the evidence behind closure.