Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Define test activity
Include form checks, demos, QA and synthetic records with an explicit cross-system marker, not just naming conventions. Separate them from commercial analysis rather than deleting evidence to improve figures.
Propagate classification
Check marker propagation to CRM, events and dashboards. Define legacy and uncertain-record handling. Avoid broad filters hiding genuine leads; domain, location or wording rules need sampled review and exceptions.
Reconcile before reporting
Teaching example: eight real enquiries and three tests produce eight commercial enquiries plus a test view. Reconcile all categories, exclude tests from clients and ensure shared staff attributes do not hide real requests.
Key takeaways
- Label tests at creation and preserve traceability for reconciliation.