WORKFLOWFRAME / CRM AND CALL-HANDOFF PILOT
Blank working sheet for controlled inquiry and call cases.
Guide: https://workflowframe.com/guides/crm-call-handoff-pilot/

Inquiry type:
CRM and current plan:
Phone route and current integration configuration:
Primary owner:
Backup:
Current handling and correction baseline:
Person / organization / inquiry / deal identifiers:
Call or communication reference:
Fields allowed to be added or changed:
Reviewed matching rule:
Ambiguous-match destination:
Activity owner and due-action rule:
Pipeline stage entry evidence:

TWELVE ACCEPTANCE CHECKS
01 Choose a genuine inquiry and its useful response.
02 Record the current phone-plus-CRM baseline.
03 Define separate record identities.
04 Write useful pipeline entry conditions.
05 Inspect the exact supported connection and access.
06 Map answered, missed, unanswered and voicemail events.
07 Carry minimum context to the next operator.
08 Test absence and two operators acting at once.
09 Recover a partial contact/activity failure.
10 Inspect edits and subsequent calls.
11 Reconcile accepted work and complete operating cost.
12 Accept or stop with a maintained fallback.

EVENT-TO-ACTIVITY MAP
Event:
Expected identity match:
Expected completed communication record:
Expected open follow-up:
Expected owner and due action:
Evidence that closes the follow-up:

PROPOSED CONTROLLED CASES
New genuine inquiry:
Known contact:
Shared or ambiguous phone number:
Missed call requiring a callback:
Primary owner absent:
Duplicate source event:
Contact accepted but task creation fails:
Second operator attempts the same work:

CASE RECORD
Case ID / source reference:
Expected contact, opportunity and activity:
Observed destination:
Owner / due action:
Evidence:
Difference / repair / active minutes:
State: not run / accepted / failed / needs investigation

DECISION
Acceptance and pause conditions:
Unowned or duplicate work remaining:
Current seats/numbers/features/integration assumptions:
Maintenance and recovery capacity:
Selected route and reason:
Fallback:
Next review trigger: