What are we capturing?

Who

Find a company

The interest

Counterparty type — who they are (optional)

Side — pre-filled from the company profile; NONE = just a touchpoint, no quote

Products — the obligation category the ticket covers

Periods — each quarter with its own volume / price / validity

Geography — country of the obligation

Cross-border acceptable? — can the ticket cover another country? (optional)

Route countries — where the stock can sit for this obligation (auto-suggested)

Process

KYC — they ask us to submit our docs to onboard us

Next step — pick one or more

Follow-up date — required

What happened

Outcome

Engagement

Notes

Lead's job title / phone (if you found out)

Closed a deal on this call?

✓

The meeting was written to the CRM.