Questions, answered

Click Get started, then use Proto to configure CRM for Small Business for your business. Start with a familiar customer opportunity, a promised follow-up and separate Relationship Owner and Sales Manager identities. Rehearse proposal submission, commitment review and a verified closing outcome.

Relationship Owner uses logged customer evidence for the assigned opportunity. Before changing the record, the action checks that the owner is working in the correct organization and that the request matches the stored opportunity revision. It retains the result so the team can trace why qualification proceeded.

Prepare the proposal scope and a next relationship activity for the assigned opportunity. Submission retains the outcome in activity history and an operation receipt so the team can follow the next customer action.

Activity history records calls, meetings, emails and tasks around the opportunity. A follow-up commitment identifies promised customer work with its own subject, due date and review lifecycle before completion.

An independent Sales Manager reviews the submitted commitment revision and records the decision. Completion requires the approving decision and its linked operation evidence, with decision and completion dates retained.

The review must be independent of the preparer for that revision. Arrange an eligible Sales Manager who can assess the submitted evidence separately, even when the operating team is small.

Relationship Owner follows the agreed correction path and submits the corrected revision for review. Keep the original submitted content and decision history available rather than editing the frozen submission underneath the reviewer.

The commitment describes the promised customer work. Closing the opportunity requires separate verified acceptance or loss evidence and independent review of the exact stored opportunity revision.

Won retains the winning date and Lost retains a loss reason. Both preserve the prior expected USD value and activity evidence so the team can explain how the discussion ended.

Sales Manager compares the operation claim with the linked local effects and obtains the authoritative source result when an external reference is involved. Keep discrepancies visible and use the approved correction path without automatically reversing an externally controlled effect.