Deal Modified Date Business Action Proof

Keep an automatic property update from being reported as a buyer touch. Preparation only, not an account action.

What to provide

Deal ID, Last modified date, visible property history, internal-update evidence and activity receipts.

How it works

1. Read Last modified date as any-property change, including hidden internal properties.
2. Trace the exact changed property when history is supplied.
3. Require activity evidence before describing the change as customer contact.
4. Return known change and unresolved origin without editing the CRM.

The output

deal | modified_at | property_change | activity_receipt | customer_touch_proven | unresolved

Worked fictional example

Fictional Last modified date moves today but only an internal workflow update is supplied. Do not write that the rep contacted the buyer today. Missing history is unknown, not proof of inactivity.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Oct12 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude38, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia100. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 12, 2026.