Questions, answered

Click Get started, then use Proto to configure CRM for B2C for your business. Begin with a consumer account, an assigned Relationship Owner and an independent Sales Manager who can rehearse qualification, proposal review and the customer’s outcome together.

The account records the consumer or household name, contact name, address, eligibility note and operating organization. Each opportunity links to its account and retains its own owner, expected close date and evidence.

Open opportunities use New, Qualified, Proposal and Negotiation. Customer outcomes use Won and Lost. Qualification requires evidence, and eligible proposal and closing actions follow the independent review handoff.

Relationship activities capture calls, meetings, emails and tasks against the opportunity. Record a useful outcome with the relevant due and completion dates so the next conversation and review decision have clear context.

Prepare the segment name, consent basis, qualified-member count and evaluation time for the intended opportunity and organization. The Sales Manager reviews the submitted revision before eligible approved work is completed.

Agree the audience and consent source during setup. The segment record retains the basis and evaluation context used in review. Configure any connection needed to obtain source evidence or execute the approved audience work.

An eligible Sales Manager reviews independently of the preparer and assesses the exact submitted revision. The decision retains its reason and source context so the Relationship Owner and Auditor can follow the result.

The forecast combines expected USD value with recorded probability for open opportunities. Agree how missing probabilities are shown and which time zone defines expected-close weeks. Use the financial source for billed or received amounts.

Record the reason and current revision. Unexecuted scope can be canceled while preserving evidence. Executed scope needs an independently reviewed compensating action that remains pending until downstream confirmation.

Inspect its operation receipt, expected revision and linked effects. Reconciliation marks completion only when the declared result matches the evidence; a mismatch stays visible for review with its discrepancy. See correction and reconciliation.