# CRM stage definitions

Self-initiated demonstration · Synthetic data

## New
Brief received; confirm the scope before research.

## Researching
Gather the agreed information and make missing fields visible.

## Ready for review
A sample or draft is prepared for human inspection; not an approval.

## Follow-up
A next action or clarification is outstanding.

## Closed
Demonstration record archived; no claim of a won sale or client outcome.