Questions, answered

Click Get started, then use Proto to configure CRM for SaaS for your business. Begin with a representative customer account, a sales opportunity and a subscription renewal review. Assign a Relationship Owner and an independent Sales Manager, then rehearse the evidence and decision handoffs before widening access.

Relationship Owner prepares the opportunity, records activity outcomes and follows the customer discussion. App Administrator maintains customer and organization setup. Sales Manager independently reviews the protected commercial decisions.

It carries the customer account, owner, commercial subject, expected USD value and expected close date. Its stage follows the conversation through qualification, proposal and negotiation to a verified Won or Lost outcome.

Move it when negotiation actually starts with the customer. Record the discussion and current scope, then follow the guarded action and independent review requirements for the changed work.

The review records the subscription identifier, renewal date, recurring monthly value and seat usage beside the linked opportunity. The Relationship Owner prepares the context and the Sales Manager independently reviews the requested renewal-risk action.

Agree the currency basis and select the relevant review for each subscription before calculating totals. Retain previous reviews as history so a repeated review does not count the same subscription value again.

The Sales Manager’s review must be independent of the preparer. Check eligible reviewers during setup and rehearse an attempted self-approval before release.

Explain the reason and identify the current revision. Unexecuted scope can be canceled without deleting its history. Executed scope needs independently approved compensation and the required downstream confirmation before completion.

Configure connections to the systems your business uses, agreeing subscription mappings, the seat usage definition and ownership of incoming facts. Start with connection setup and rehearse uncertain responses before enabling the operating flow.

Auditor reads authorized opportunities, subscription reviews and supporting evidence, including review decisions and action receipts. The role does not mutate records or execute workflows. Verify the required organization scope during the access rehearsal.