Illustrative workflow, not live activity. Receive: Website inquiry: Keep the original request.. Match: Contact + opportunity: Use the agreed CRM rules.. Assign: Responsible owner: A useful follow-up task.. Verify: Check the update: Retain failed handoffs.. Capture → contact → owner → result Your permissions and rules apply.

Illustrative workflow, not live activity. Receive: Website inquiry: Keep the original request.. Match: Contact + opportunity: Use the agreed CRM rules.. Assign: Responsible owner: A useful follow-up task.. Verify: Check the update: Retain failed handoffs.. Capture → contact → owner → result Your permissions and rules apply.