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Configure CRM for Sales Pipeline with Proto.
Example workspace
Accounts →
YouStatusOpen
| Opportunity Number | Name | Account | Stage | Amount |
|---|---|---|---|---|
| OPP-48196 | Opportunity 611 | ACC-15143 | PS-5374 | 680 |
| OPP-52042 | Opportunity 345 | ACC-65312 | PS-6214 | 720 |
| OPP-22121 | Opportunity 686 | ACC-17405 | PS-3740 | 770 |
| OPP-59104 | Opportunity 939 | ACC-22226 | PS-4939 | 470 |
| OPP-70412 | Opportunity 252 | ACC-28225 | PS-2605 | 680 |
| OPP-97140 | Opportunity 160 | ACC-68042 | PS-5582 | 960 |
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1
Start with Proto
Click Start now to create your ERP.AI account. Download agent opens Proto, where you can configure CRM for Sales Pipeline from the matching app skill.
Start now -
2
Prepare your workflow
Confirm the operating owners, source records and review responsibilities. Import representative work and reconcile its actual state before enabling automated actions or connected services.
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3
Bring in your team
Invite the people who will prepare, review and use the results. Verify the main handoff and the relevant rejected-action cases together, then extend the configuration to the rest of the team.
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agentDownload agent
Understand roles and permissions for CRM for Sales Pipeline.
ReportsReports and analyticsUnderstand reports and analytics for CRM for Sales Pipeline.
Data modelData modelUnderstand data model for CRM for Sales Pipeline.
IntegrationsIntegrationsUnderstand integrations for CRM for Sales Pipeline.
RolloutImplementationUnderstand implementation for CRM for Sales Pipeline.
APIAgent and automationUnderstand agent and automation for CRM for Sales Pipeline.
Modules
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Accounts
Keep company ownership and active opportunities connected.
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Contacts
Understand the buying team behind each opportunity.
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Pipeline
See where each deal stands and what needs to happen next.
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Quotes
Move from a proposal draft to approved commercial terms.
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Activities
Keep conversations and follow-up work close to the deal.
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Forecast
Bring pipeline, commitments and renewals into the same review.