# CRM handoff: working rules and acceptance record

Blank working record by Rudi Jantos. This is not a client CRM export, a software configuration file or evidence that a workflow has passed testing. Use it with the public checklist; adapt stages and actions to your team and software plan.

## Agree the process

- Workflow and review date:
- Current platform / plan and relevant feature limits:
- Process owner:
- People who receive and use the records:
- Enquiry receipt: what confirms that a request reached the business?
- Qualification rule and decision owner:

| Decision | Agreed rule | Owner | Open question |
| --- | --- | --- | --- |
| Required context and available source | | | |
| Assignment and unavailable-owner fallback | | | |
| Acceptance and next action | | | |
| Duplicate record handling | | | |
| Incomplete information | | | |
| Qualification / poor-fit reason | | | |
| Automation trigger and failure visibility | | | |
| Communication preferences | | | |
| Training and handover | | | |

## Test before handover

Use recognisable synthetic data where possible. Keep private record references in an appropriately restricted system; do not copy customer messages or contact details into a shared template.

| Scenario | Expected behaviour agreed by team | Observed result | Evidence reference | Tester / date | Follow-up owner and action |
| --- | --- | --- | --- | --- | --- |
| Normal enquiry path | | | | | |
| Duplicate | | | | | |
| Incomplete information | | | | | |
| Unavailable owner | | | | | |
| Automation failure | | | | | |
| Poor-fit enquiry | | | | | |
| Opt-out / changed communication preference | | | | | |

A configured stage is not evidence of adoption. A contact click is not proof that an enquiry was received. Leave results blank until the test has actually been observed.

## Handover and review

- Configuration changed and version / date:
- People trained and material reference:
- Outstanding defects and owners:
- Acceptance decision and responsible person:
- Date for review after real use:
- Unowned enquiries, missing next actions or unexpected paths observed:
- Next change / owner / date:

Source and checklist: https://rjantos.com/resources/crm-sales-handoff-template/
CRM support: https://rjantos.com/services/crm-sales-handoffs/