Check action-driving fields
Review identity, source, status, next step, owner, and activity date before polishing less important fields. A clean record supports the next handoff.
Do not invent momentum
Use the last verifiable interaction and mark unknowns plainly. Silence or an old form entry is not evidence of current intent.
Keep judgment with sales
A specialist can correct data and prepare a reminder. Qualification, forecast, discount, and opportunity decisions stay with sales.