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- Architecture Firms CRM
- Frequently asked questions
Questions, answered
Answers about setup, pursuit ownership, proposal submissions and review.
Architecture Firms CRM
10 questions
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How do I get started?
Click Get started, then use Proto to configure CRM for Architecture Firms for your business. Start with one practice organization, one client account and a current fee pursuit.
Who owns a pursuit?
Each opportunity names a team members owner. Agree who keeps its expected close date, value and activity history current.
How are design RF ps connected to the pipeline?
Each design RFP has a parent opportunity and names the practice organization. The proposal stays beside the client pursuit it supports.
What happens when a draft changes during submission?
Submission checks Draft status and the expected revision. The coordinator reviews the current version before another attempt.
Where do follow-up tasks live?
Tasks are relationship activities under an opportunity, with due and completed dates and an outcome.
How do reviewers record a decision?
A review decisions record names the reviewer, source revision, decision, date and reason on the parent pursuit.
Is proposal approval the same as a client win?
The review decision records the practice’s assessment. Won or Lost on the opportunity records the customer’s outcome.
How do we find an unsuccessful action?
Operation receipts keep the attempted action, expected revision, result state and failure reason under the opportunity.
Can one client have several pursuits?
Yes. Separate Opportunities can share one Accounts counterparty while keeping their own owners, statuses and design RF ps.
Where are proposal files held?
Record attachments sit under the opportunity with a title, evidence type, uploader, date and Internal or Shared visibility.
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.