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This is a reference template for the Sales Activities Checklist used in contact pages. Use the “Add Sales Checklist” button inside each contact to generate a fresh copy.

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Sales Activities Checklist

🆕 New Lead

• [ ] Add contact to CRM
• [ ] Identify lead source
• [ ] Research the contact/company
• [ ] Schedule initial outreach

🔥 Hot Lead

• [ ] Contacted and received positive interest
• [ ] Log key pain points or interests
• [ ] Confirm best communication channel
• [ ] Share product/service overview
• [ ] Schedule follow-up

✅ Qualified Lead

• [ ] Confirm decision maker
• [ ] Confirm budget & timeline
• [ ] Send proposal or pricing
• [ ] Log all objectives/questions
• [ ] Schedule proposal review call
• [ ] Set expected close date