Winstone Properties Ltd.

Agent CRM Usage Guideline

Winstone CRM is now officially ready for Agent operations. This guideline defines the standard workflow every Winstone sales agent must follow — every working day.

Version 1.1 · Last updated 1 October 2026

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Standard Operating Workflow

Core Winstone Connect Workflow

The primary Agent workflow must remain, in this exact order:

Call

Post-Call Smart Report

Next Action

Follow-up

Site Visit

Booking

This is the standard operating workflow for every Winstone CRM Agent

Every Working Day

Agent Daily Workflow

Login

Login only with the agent's own assigned account.
Never use another agent's account.

Assigned Leads

Start work from the leads assigned to the agent.
Review the customer's information before making contact.
Do not create duplicate leads.

Customer Call

Use the Winstone Connect calling workflow to contact the customer.
Review the lead information before calling.
Ensure every relevant customer interaction is properly recorded.

Post-Call Smart Report — Mandatory

After every customer call, the Agent must complete the Post-Call Smart Report.
No completed call should remain without a proper post-call update.

Follow-up

Record all required follow-ups in the CRM.
Maintain the correct follow-up date/action.
Do not leave important follow-ups pending without an update.

Site Visit / Booking

When a customer requests or completes a site visit, update the relevant activity/status in the CRM immediately.
When a customer proceeds toward a booking, update the relevant activity/status in the CRM immediately.

Post-Call Smart Report — Required Fields

The report should contain, where applicable, all of the following — completed after every customer call:

Call StatusLead CategoryCustomer InterestRequirementCustomer ResponseNext ActionFollow-up RequirementFollow-up Date / Action

Non-Negotiable

Important Rules

Never create duplicate leads.
Never intentionally modify incorrect customer information.
Never access or operate another Agent's leads or account.
Never change CRM system-level settings.
Never attempt an unofficial workaround for a technical issue.
Report technical problems to IT/HQ.

Official Communication

One System. One Record.

Please use Winstone CRM consistently so that all customer interactions, follow-ups, site visits, bookings, and sales progress remain accurately recorded and visible to the appropriate HQ / management team.

Guideline Help

Ask Winstone Connect

Zahid Hasan Emon

Head of IT, Winstone Properties Ltd.