Update the CRM from the call

Illustrative product walkthrough using example conversations.

1. Your call is finished, but the deal record still needs attention. Open Conversations to build the update from what Anna actually agreed.
2. Find Northstar’s deal call. It contains the procurement request and the condition on timing. Ask about this context to keep the update tied to this deal.
3. Ask for the next step and the evidence for any close-date change. Submit the question so a missing date stays visible instead of becoming a guess.
4. The questionnaire is the next action. The close date stays unchanged because security must review it first. Open the source to check that condition.
5. The deal call explains what procurement needs next. It also records why Anna cannot commit to a date. Read the transcript to verify both points.
6. Anna says she cannot promise a signature date until security has reviewed the questionnaire. That is an open condition. Return to your draft with the distinction clear.
7. Use the reviewed next step in your CRM and leave the close date unchanged. Send the questionnaire, then confirm timing after the review. The deal record now has a useful next action.