Record maintenance for leads, contracts, calendars, call archives and website bookings
This records hub now reflects the live backend state so new lead entries, supplier additions, call records and web stall bookings all create a traceable maintenance history.
Lead, supplier, calendar, website booking and activity records currently retained in the internal backend store.
Record groups that should be reviewed for contract, payment or retention follow-through.
Recent create and maintenance events captured across the operations module.
Booking submissions from the public site retained for sales, finance and compliance follow-up.
Master record health
Ownership, entry counts, retention window and audit state by record group.
| Area | Owner | Entries | Retention | Status |
|---|---|---|---|---|
Lead master Last audit: 04 May 2026 | CRM desk | 12 | 36 months | Healthy |
Web stall bookings Last audit: 04 May 2026 | Sales desk | 0 | 36 months | Pending |
Visitor lucky draw registrations Last audit: 04 May 2026 | Visitor desk | 5 | 24 months | Review |
Supplier contracts Last audit: 04 May 2026 | Procurement | 7 | 60 months | Review |
Call recordings Last audit: 04 May 2026 | Inside sales | 6 | 12 months | Healthy |
Calendar milestones Last audit: 04 May 2026 | Operations | 10 | 24 months | Healthy |
Activity archive Last audit: 04 May 2026 | Operations desk | 9 | 24 months | Healthy |
Recent record activity
Live Preview Check was added to CRM with new enquiry stage and Rs 0 projected value.
Codex Verification was added to CRM with new enquiry stage and Rs 0 projected value.
Test User was added to CRM with new enquiry stage and Rs 0 projected value.
RAHUL PADALSE was added to CRM with new enquiry stage and Rs 0 projected value.
Rahul Visitor was added to CRM with new enquiry stage and Rs 0 projected value.
Revised pricing sheet, booth render and approval mail tagged to LE-1028.
BlueWave AV renewal moved to escalation queue due to SLA breach risk.
Latest HelioGrid booth upsize discussion attached to CL-881.
Six open exhibitor invoices pushed to payment follow-up workflow.