Give sales, product and retention work to the people responsible for it.
| Role | Customer accounts | Product interests | Opportunity pipeline | Sales activities | Retention follow-ups | Review evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | View | View | Edit | Edit | View |
| Sales Manager | Edit | Edit | Edit | View | View | View |
| Sales Owner | Edit | Edit | Edit | Edit | View | View |
| Retention Owner | View | View | View | Edit | Edit | View |
| Retention Reviewer | View | — | View | View | Approve | Edit |
| Product Steward | View | Edit | View | — | — | — |
Maintains organization setup, users and access boundaries.
Reviews pipeline ownership, proposal progress and outcomes.
Starts on: Closing outcomes
Owns customer conversations and moves assigned opportunities through the sales stages.
Starts on: Closing outcomes
Schedules and completes follow-ups for customers after a sales outcome.
Starts on: Closing outcomes
Decides submitted follow-ups and records the reviewed revision and reason.
Starts on: Follow-up review inbox
Maintains the product references used on opportunity lines.
Starts on: Priced product interests
Start free, then use Proto to change fields, steps and approvals before your team goes live.