Day,Task,Pass condition,Evidence to record
1,Create five active or test leads,Each record has owner source stage next action and next-action date,Screenshot or export
2,Assign and surface follow-up,An overdue task and future task are both visible,Task view and plan requirement
3,Test communication context,A sample email meeting or call is linked to the opportunity,Native integration or not-verified label
4,Test pipeline to proposal,One opportunity moves from qualification to proposal with expected value and decision date,Pipeline screenshot and plan boundary
5,Test client handoff,A delivery teammate can find scope contacts and latest sales context,Handoff notes and missing context
6,Test cost and risk,Plan seats usage charges integrations export and cancellation terms are documented,Official pricing/policy links
7,Decide,Scorecard completed and each candidate has a reason to reject or shortlist,Completed scorecard and team decision