Agree the lifecycle
Define enquiry, qualified lead, opportunity and customer in terms the team uses consistently. Record entry and exit conditions for each stage. Keep required fields tied to a decision or operational need rather than collecting information by habit.
Lead ownership and deal pipeline
Give each enquiry an owner, a next action and a clearly defined stage.
Prepare the data
Identify the source of truth, duplicates and ownership rules. Test a sample import and compare records with the source. Decide how historical notes and sensitive information should be handled before moving them into a new system.
Rehearse daily work
Have users qualify a lead, schedule a follow-up and update an opportunity. Check permissions and reporting. Include training, exception handling and a post-launch review so implementation does not end at account setup.
Put the guidance to work
Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.
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