Post-sales and end-of-day workflow

Review open, overdue, blocked, and urgent post-sales tasks. Update agreement, document, payment-setup, and collections-handoff readiness only when the underlying work is verified.

Before ending the day:

• complete or reschedule due follow-ups;
• record meaningful buyer and collections outcomes;
• verify today’s financial entries and missing-information queues;
• give blocked tasks a reason and owner;
• submit reproducible system issues through Send Feedback.

Media: Checklist, annotated screenshot.