Best LinkedIn CRM in 2026: Inbox, Pipeline and Ownership — BLANK WORKSHEET Workflow required: System of record: Person/source identity: Sender account: Connection/reply evidence: Existing CRM record/match basis: Current owner: Next action owner: Activity to preserve: Native/manual handoff: Required plan/account scope: Currency and billing period: Unresolved terms: No buyer-specific values are prefilled. This is a planning brief, not a product-output schema.