The agents, and their switches

An agent that is off proposes nothing. What it already proposed stays held for the person it was proposed to — not decided, not discarded. The switch carries a name, a date and a reason, and the fields an agent may never write do not change with the switch.

• Sales agenton1 proposal held

  Logs what was said after a meeting, drafts the follow-up, and flags a deal that has gone quiet. The record stays current without anybody opening a CRM to type into it.

  Never writes: price, discount, stage:won — whatever the switch says.

• Operations agenton1 proposal held

  Proposes a change to a promised date with the reason and who has to be told, and keeps the at-risk list honest. It never decides — it assembles the decision.

  Never writes: customer_commitment, scope — whatever the switch says.