Questions, answered

Click Get started, then use Proto to configure CRM with Call Tracking for your business. Begin with an active opportunity and a completed call. Assign distinct owner and reviewer accounts, then rehearse consent checks, call completion and an uncertain-result review.

The session links to an opportunity and organization, with its provider call identifier, start date, duration and recorded consent. Relationship Owner checks those details before submitting the call for review.

Sales Manager reviews the submitted version and must be a different person from the submitter. A rejection or return includes the reason the owner needs to address.

The authorized completion action checks the matching approval and retained consent. It keeps the completion receipt before marking the call Completed.

Call attachment preserves the opportunity’s commercial state. Qualification, proposal and customer-outcome changes follow their own evidence and review decisions.

Relationship Owner logs a call, meeting, email or task against an open opportunity with a nonempty outcome. Due and completion dates support the follow-up discussion. Ordinary activity logging refuses closed opportunities.

Sales Manager reads the existing receipt and linked evidence before another execution attempt. A confirmed matching result can be recorded as Completed; a discrepancy remains for review with its explanation.

Won requires the reviewed acceptance basis and won date. Lost requires a loss reason. Earlier expected value and activity history remain available, and closed outcomes stay outside the open weighted forecast.

Operations Overview covers pipeline health, review load and recorded call activity across authorized organizations. Each account, opportunity and call still retains its organization scope, and access follows the person’s permissions.

The team reviews the existing activities, decisions and receipts. Executed scope uses an approved corrective action that preserves the original identity and result. Unexecuted scope follows its cancellation path.