Get B2C CRM running in four steps.

Click Get started, then use Proto to configure CRM for B2C for your business. Identify the operating organization, the Relationship Owner who will prepare the work and the independent Sales Manager who will review it. Have App Administrator check account details and active membership.

Bring a recognizable consumer account, a qualification conversation and a proposal scope the team can explain. Set the expected close date and USD value, then log the initial activity. Qualify the opportunity and submit the proposal for review using separate preparer and reviewer accounts.

Rehearse acceptance and loss outcomes with supporting evidence. If segment work is part of the pilot, bring the audience source, consent basis and evaluation context. Submit the segment, inspect the review decision and check the eligible completion result.

Test an owner attempting their own review, a changed revision and a repeated request using the same operation key. Confirm that organization scope protects the relationship and its evidence. Reconcile a receipt with an intentionally mismatched effect and verify that the discrepancy remains visible.

Agree the response to failed operations and delayed downstream confirmation before expanding the pilot. Use implementation to prepare the next organization or connection and the data model to preserve its references.