CRM
CRM Timeline
Institution-centric communication timeline summary for outreach follow-up and communication history. Workspace timeline edits are local until backend persistence is added.
Cold email drafted
0
Records with data-derived drafted status.
Draft approved
0
Records with approved or later outreach state.
Email sent
1
Placeholder send state derived from outreach status.
Follow-ups
0
Follow-up events are local workspace timeline entries for now.
Timeline stages
Cold Email Drafted
0
Evidence-based cold outreach draft prepared locally.
Draft Approved
0
Draft reviewed and approved before any send step.
Email Sent
1
Placeholder state only. No real email is sent yet.
Follow-up 1
0
First follow-up activity after the send placeholder.
Follow-up 2
0
Second follow-up activity after initial follow-up.
Phone Call
0
Phone communication recorded locally.
Meeting
0
Meeting activity recorded locally.
Quotation
0
Quotation activity recorded locally.
Closed Won
0
Institution communication outcome marked locally as won.
Closed Lost
0
Institution communication outcome marked locally as lost.
Communication History
Institution timeline summary
Evidence-based outreach history without inferring tender status. Local timeline edits remain inside each workspace for now.
| Institution | Current timeline event | Outreach status | Need categories | Contact email | Workspace |
|---|---|---|---|---|---|
| 693520 SEKRETARIAT JENDERAL KEMENTERIAN KEHUTANAN — Kementerian Kehutanan | Email Sent | NOT_CONTACTED | CAMERA_VIDEO, IT_HARDWARE, LAPTOP, OFFICE_FURNITURE, PRINTER | setjen@menlhk.go.id | Open Workspace |