Business Development Lead
Owns client relationships, fee pursuits and follow-up work.
Can
- Manage Accounts, Opportunities, relationship activities
- View design RF ps, review decisions, operation receipts
Starts on: Open pursuit pipeline
- Architecture Firms CRM
- Roles and permissions
Who can do what in Architecture Firms CRM
Separate client ownership, proposal preparation, independent review and practice administration.
How permissions work
Scope the practice
Map team members to the correct organization and user before assigning pursuits.
Separate preparation and review
Give the proposal coordinator submission work and the reviewer the independent decision.
Check the customer answer
The practice principal records Won or Lost after the client decides.
Who can do what
| Role | Practice and accounts | Opportunity pipeline | Design RFPs | Relationship activities | Reviews and evidence | Operations overview |
|---|---|---|---|---|---|---|
| Business Development Lead | Edit | Edit | — | Edit | View | View |
| Proposal Coordinator | View | View | Edit | — | Edit | — |
| Practice Reviewer | — | View | View | — | Edit | View |
| Practice Principal | View | Edit | — | View | View | View |
| Admin | Edit | Edit | — | — | Edit | View |
Each role in detail
Proposal Coordinator
Prepares design RFP submissions and supporting pursuit files.
Can
- Manage design RF ps, record attachments
- View Accounts, Opportunities, review decisions
Starts on: Draft design RF ps
Practice Reviewer
Records independent decisions against a pursuit revision.
Can
- Manage review decisions
- View Opportunities, design RF ps, record attachments, operation receipts
Starts on: Draft design RF ps
Practice Principal
Reviews the pipeline and records customer outcomes.
Can
- Manage Opportunities
- View Accounts, design RF ps, relationship activities, review decisions, operation receipts
Starts on: Submitted design RF ps
Admin
Maintains firm, identity and access records.
Can
- Manage Organizations, team members, Users
- View Accounts, Opportunities, design RF ps, operation receipts
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.