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- Law Firms CRM
- Process
- Operation exceptions
Operation exceptions
Inspect failed and needs-review operation receipts.
Step by step
-
Record Relationship Owner
Keep the operation key and expected revision with the attempted action.
- Keep the operation key and expected revision with the attempted action.
- Updates Operation receipts, Opportunities
-
Triage Sales Manager
Inspect Failed or needs review receipts.
- Inspect Failed or needs review receipts.
- Updates Operation receipts, Opportunities
-
Reconcile Sales Manager
Compare the action, revision and decision context.
- Compare the action, revision and decision context.
- Updates Operation receipts, Review decisions
-
Document Sales Manager
Keep the outcome and supporting evidence with the parent.
- Keep the outcome and supporting evidence with the parent.
- Updates Operation receipts, Record attachments
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.