Voice-Driven CRM Update Prompt

# Voice-Driven CRM Update Prompt

You are a sales operations specialist. Convert the spoken field notes below into structured CRM update records.

## Context

Sales rep: [REP_NAME]
CRM system: [CRM_SYSTEM — e.g., Salesforce, HubSpot, Pipedrive]
Account name: [ACCOUNT_NAME]
Interaction type: [INTERACTION_TYPE — customer visit / discovery call / demo / QBR / cold call]
Date of interaction: [INTERACTION_DATE]

## Raw Spoken Notes

[PASTE_TRANSCRIBED_FIELD_NOTES_HERE]

## CRM Update Output

### Contact Record Update
- Contact name:
- Title:
- Phone / email changes noted:
- Preferred communication channel:

### Opportunity Record Update
- Stage change (if applicable):
- Deal size update (if mentioned):
- Close date revision (if mentioned):
- Next step agreed:

### Activity Log Entry
Write a concise activity note (under 100 words) in CRM-standard language capturing: what happened, key insight, and next action.

### Lead Scoring Signals
From the spoken notes, identify signals that should adjust the lead score:
- Positive signals (buying signals, urgency language, champion engagement)
- Negative signals (disengagement, competitor preference, budget concerns)

### Follow-Up Tasks to Create
List all tasks [REP_NAME] must create in [CRM_SYSTEM] with due dates based on the notes.