Pipeline
New leads are logged in the builder inbox. Sources and assignment stay on the lead.
Follow a lead until the visit happens.
Capture the source, move the lead on the pipeline, assign it, and keep activities and follow-ups on the same person. Site visits sit on a calendar.
Follow-ups
A follow-up due today is included in the hourly check, once per channel.
Customers
Customer documents stay on the customer. A booking uses that customer, not a loose name.