Keep customer preparation, independent review and dealership administration with their named owners.
Prepares assigned opportunities, activities, attachments and test-drive requests. Protected stage changes go through the guarded action and its review rules.
Independently reviews eligible scope and reconciles persisted evidence. Reading a record is separate from authorization to approve its current revision.
Maintains organizations, memberships and accounts without operational approval authority.
Reads authorized operating records and evidence without changing the customer outcome.
Maintains platform user access. Keep that responsibility separate from the independent commercial decision.
| Role | Dealership Accounts | Opportunity Pipeline | Relationship Activities | Test Drives | Proposal and Outcome Review | Evidence and Reconciliation |
|---|---|---|---|---|---|---|
| Relationship Owner | View | Edit | Edit | Edit | Edit | Edit |
| Sales Manager | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | Edit | — |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | View | — | View | View | — |
Prepare assigned automotive-dealer CRM records; guarded workflows own protected transitions.
Starts on: Proposal Review Queue
Independently review eligible revisions and reconcile persisted evidence through guarded actions.
Starts on: Proposal Review Queue
Maintain organizations, memberships, and accounts without operational approval authority.
Starts on: Active Dealership Accounts
Read scoped evidence and reports only.
Starts on: Active Opportunity List
Maintains platform user access while operational approval stays with the eligible independent Sales Manager.
Start free, then use Proto to change fields, steps and approvals before your team goes live.