Assign relationship preparation, independent review and organization administration to the people responsible.
Relationship Owner prepares assigned opportunities, activities and call evidence within authorized organization scope.
Sales Manager reviews eligible submissions. For call attachments, the reviewing person must differ from the person who submitted the call.
App Administrator maintains accounts, organization configuration and membership. Admin maintains the user-account links needed for identity checks.
Auditor reads authorized records and reports. Attachment access follows its intended visibility and the person's organizational scope.
| Role | Accounts and Ownership | Opportunity Pipeline | Call Sessions | Activities and Evidence | Review Decisions | Completion and Reconciliation |
|---|---|---|---|---|---|---|
| Sales Manager | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Relationship Owner | View | Edit | Edit | Edit | View | View |
| Admin | Edit | View | Edit | View | Edit | — |
Review eligible revisions independently and reconcile operational evidence.
Starts on: Call Review Queue
Read authorized evidence and reports.
Starts on: Call Review Queue
Maintain organization configuration and membership.
Starts on: Account Register
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Call Drafts
Maintains user accounts and verifies the identity links needed for organization-scoped access.
Start free, then use Proto to change fields, steps and approvals before your team goes live.