Questions, answered

Click Get started, then use Proto to configure CRM + Marketing Automation for your business. Pilot a known lead list, a nurture journey, reviewed email content and an agreed goal. Include a nonmatching lead and a suppressed lead in the rehearsal, then inspect the connected sending and qualification results before expanding.

Marketing Manager agrees the goal and scoring policy. Marketing Operations turns them into audience criteria, ordered actions and exit rules. Review the actual lead segment and branch destinations together before submitting the journey for approval.

Marketing Manager decides through the content and program review lifecycles. Each approval keeps the deciding user and time with the record. Marketing Operations checks the approved journey before activation.

Follow the email action’s template reference to its reviewed content version. Check the subject, sender, reply route, message body and postal address during the rehearsal. Compare the render with the approved content and inspect the sending result for the same member.

Every audience condition must match for an active program. The capacity setting can produce a queued enrollment. Marketing Operations reviews the combined conditions and member state, with global suppression checked before further nurture.

The contribution trail retains the points, running score, reason, rule and related activity. Marketing Manager agrees the matching policy and rule-fire caps; Marketing Operations inspects the evidence before sales qualification is reviewed.

Connect crm-leads during setup for the profile feed and qualification writeback. Reconcile its acknowledgement to the same lead and check the owner who will follow up. Sales Manager and Sales Rep can then use the permitted marketing context for the conversation.

A recorded global suppression blocks program email and re-entry even when the program permits another enrollment. Keep the request context and sending-service confirmation available for review. Continued list membership does not override that restriction.

Map each person’s job to the configured permission role, then test the editing, decision and investigation actions with real accounts. Sales Rep’s access must follow the agreed own-lead boundary. Review changes with Marketing Manager when responsibilities move.

An achieved goal exits the member with the achieved outcome and exit date. Another matching exit retains its reason, such as suppression or audience drift. A sequence that finishes without a goal or another exit is completed. Keep these results separate when reviewing the program.