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Configure CRM with Lead Scoring with Proto.

Example workspace
My Lead QueueLeads
YouStatusNewWorkingMQLRecycled
New
LDS-29175CMP-27035 score
LDS-12365CMP-26660 score
Working
LDS-29198CMP-14030 score
LDS-47104CMP-62675 score
MQL
LDS-36430CMP-49245 score
Recycled
LDS-71562CMP-20170 score
Lead capture →
  • 1

    Start with Proto

    Click Start now to create your ERP.AI account. Download agent opens Proto, where you can configure CRM with Lead Scoring 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.

  • 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 agent
    Download agent
RolesRoles and permissions

Understand roles and permissions for CRM with Lead Scoring.

 ReportsReports and analytics

Understand reports and analytics for CRM with Lead Scoring.

 Data modelData model

Understand data model for CRM with Lead Scoring.

 IntegrationsIntegrations

Understand integrations for CRM with Lead Scoring.

 RolloutImplementation

Understand implementation for CRM with Lead Scoring.

 APIAgent and automation

Understand agent and automation for CRM with Lead Scoring.

Modules

ERP•AI workspace

Start now CRM with Lead Scoring

Create your ERP.AI account and get started with Proto.

Start now Download agent

Customize CRM with Lead Scoring. With Proto, your desktop AI agent.

Ask Proto to help you customize CRM with Lead Scoring.

Customize
CRM with Lead Scoring. Ask: “Adapt Lead capture.” ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra