Durable CRM evidence

Record appointments, proposals and outcomes.

Resolving authorized workspace…

Select an opportunity

Record an event

Record what happened, with its actual date and evidence. This saves internal CRM records. It does not send a proposal, contact a person, charge a payment or write to an external calendar. CRM stage changes follow the existing stage sequence.

Same-tab reload keeps opaque action receipts for 24 hours. Re-enter unchanged fields to retry an uncertain save. A401 preserves scoped confirmation barriers. Logout removes action details but retains an anonymous reconciliation barrier. After expiry, scope change or closing this tab, a successful current-history read and explicit distinct-new-action acknowledgment are required.

Choose an accessible opportunity.

Persisted records

Open financial reports and reconciliation