Questions, answered

Click Get started, then use Proto to configure CRM + E-commerce for D2C for your business. Pilot one account, one owned opportunity and one dated retention follow-up before bringing in the full customer list.

The Sales Owner is named on each opportunity. The Sales Manager checks ownership, expected close date and next step when reviewing the pipeline.

Add an interest line to the opportunity with the item, quantity, unit price and interest type. Link it to a product when there is a matching catalog item.

The owner qualifies the opportunity. The qualification action moves it to Qualified and records an activity and operation receipt.

Submit the proposal from the qualified opportunity. The workflow moves it to Proposal and records an email activity and operation receipt. Send the actual message through your team’s outbound email process.

Close the opportunity as Lost and add a loss reason. The manager can compare that outcome with account and activity context.

The Retention Owner schedules the contact, purpose and related opportunity, then submits the follow-up when it is ready for review.

The Retention Reviewer records an approve, reject or return decision, the reviewed revision and a reason where needed.

Link an attachment to the related opportunity or follow-up. The attachment records a title, kind and reference to the file.

Rehearse the sales and retention steps with the intended roles and organization scope. Confirm that the right owner sees the right queue and that reviewers can trace each decision.