1. Trace arrival and storage.
Identify the form or channel, the CRM destination and any notification. A notification alone is not proof that a record was saved or assigned.
Process
Follow one inquiry before changing the pipeline.
The review begins with a safe example and the people responsible for answering it.
2. Agree the operating rules.
Name an owner for each kind of inquiry, a fallback queue and the next action. Record stage meanings, duplicate handling and who can change the rules.
3. Protect existing records.
Review exports, field mappings and vendor limits. Preview imports or cleanup in a controlled setting before a live change.
4. Test ordinary and failed paths.
Use labeled fictional inquiries to check capture, ownership, repeat submission, missing fields and an unavailable destination. Keep test records separate from real reporting.
5. Release and hand over.
Confirm the live path under an agreed test plan. Document exception handling, connection ownership and support responsibilities. Agree any customer-facing test messages separately.