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- Law Firms CRM
- Process
- Independent review
Independent review
Tie a manager decision to the opportunity revision it covers.
Step by step
-
Prepare Relationship Owner
Update the opportunity and attach relevant evidence.
- Update the opportunity and attach relevant evidence.
- Updates Opportunities, Record attachments
-
Inspect Sales Manager
Read the current revision and prior decisions.
- Read the current revision and prior decisions.
- Updates Opportunities, Review decisions
-
Decide Sales Manager
The authorized reviewer records Approve, Reject or Return with reason and reviewer.
- Record Approve, Reject or Return with reason and reviewer.
- Updates Review decisions, Team members
ApprovalA person approves before the work moves on. -
Respond Relationship Owner
Update the prospective engagement after a Return or Reject.
- Update the prospective engagement after a Return or Reject.
- Updates Opportunities, Relationship activities
Who does what
Roles and permissions- Relationship Owner
- , Sales Manager.
- Auditor
- Can inspect the authorized history; App Administrator maintains the organization and team directory.
Set up Law Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.