Managing Personal CRM

Maintain useful relationship meaning and connect current work to people without turning the CRM into an activity log, outreach quota, or second source of truth. Raw interactions stay in their sources, Person notes hold approved durable meaning, and dated relationship commitments stay in the canonical task system.

Resolve the mode

First, if the message asks to revisit or resume an action the user marked Deferred in a visible direct or catch-up CRM bundle, recover and present that exact visible proposal for a new decision. Revisit or resume is not approval: perform no write, source or destination recheck, or new discovery until the user makes a new exact decision about that proposal.