
Limits
The record holds the handover, the service follow-up, satisfaction, and the referral. A new sale stays outside it.

Continue the customer relationship after contract signing through handover communication, service follow-up, satisfaction, and referral opportunities.

After the contract is signed, handover and service follow-up stay on one record. Satisfaction stays there, and a referral stays with that customer.
Keep the signed contract, the handover, and the service follow-up on one after-sales order.
Show the delivery stage, and who must schedule it, before handover is confirmed.
Read the satisfaction already recorded to see what the follow-up still needs.
Hand a satisfied customer into a referral with the handover and the follow-up still attached.
Keep satisfaction on the order, so a referral can be read back to the handover and the service follow-up.

Limits
The record holds the handover, the service follow-up, satisfaction, and the referral. A new sale stays outside it.
Handoffs
A scheduled delivery goes into handover, and a referral returns with the satisfaction still attached.
Confirm first
Confirm the signed contract, the handover, and who may schedule delivery before the stage moves.

Limits
The record holds the handover, the service follow-up, satisfaction, and the referral. A new sale stays outside it.
Handoffs
A scheduled delivery goes into handover, and a referral returns with the satisfaction still attached.
Confirm first
Confirm the signed contract, the handover, and who may schedule delivery before the stage moves.