"Keep automotive and architectural tint leads in separate CRM queues"
"Source","https://bluefinchadvisors.com/blog/keep-automotive-and-architectural-tint-leads-in-separate-crm-queues"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Inquiry reference","Application under review","Requested scope summary","Application evidence reference","Next process step","Responsible staff role","Internal review date","Next source or customer question","Missing required fields"
"Inquiry-V17","Automotive","Requested vehicle-side-window package","Vehicle-product-review-17","Current quote review","Vehicle-advisor","2026-10-16","Confirm the recorded scope before explaining options","None"
"Inquiry-A22","Architectural","Office glare question for selected building windows","","Site and glass information review","Architectural-estimator","2026-10-17","Obtain the actual glass and site evidence","Application evidence reference"

"Use this worksheet"
"Fictional examples. Use internal references, not customer personal information."
"Filled fields require review against actual source records."
"No CRM change, installation, message or warranty decision occurs."
"Reload clears edits. Download to approved business storage."

"Sources"
"LLumar: Automotive film, location-specific rules and warranty restrictions","https://llumar.com/en/resources/automotive-window-tint-frequently-asked-questions/"
"LLumar: Architectural glass compatibility and product-specific care","https://llumar.com/en/resources/architectural-film-frequently-asked-questions/"
"HubSpot: Pipeline stages, processes and account limits","https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines"
"HubSpot: Task owners and associated records","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Owner dashboard scope","https://bluefinchadvisors.com/toolbox/business-dashboard"