Give sales, retention and review work to the people accountable for each decision.
A Sales Representative owns opportunities and related activities, while Sales Manager reviews the wider pipeline and customer context.
Retention Specialist prepares the customer follow-up; Retention Reviewer records the decision on a submitted case.
Admin maintains organizations, people, products and user access so operating records point to current reference data.
| Role | Accounts and contacts | Products and opportunity lines | Opportunity pipeline | Relationship activities | Proposal activity | Outcome review | Retention follow-ups |
|---|---|---|---|---|---|---|---|
| Sales Representative | View | Edit | Edit | Edit | Edit | Edit | View |
| Sales Manager | Edit | View | Edit | View | Edit | Edit | View |
| Retention Specialist | View | — | View | Edit | View | View | Edit |
| Retention Reviewer | View | — | View | — | View | View | Approve |
| Revenue Analyst | View | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | View | View |
Owns customer opportunities, item discussions and the related activity record.
Starts on: My Open Opportunities
Reviews pipeline ownership, outcomes and the evidence left by sales actions.
Starts on: Follow-ups Awaiting Review
Owns scheduled customer contact and prepares retention cases for review.
Starts on: Retention Case Board
Makes the independent decision on a submitted retention case.
Starts on: Follow-ups Awaiting Review
Reads pipeline, activity and retention records for operational reporting.
Starts on: Operation Receipt Exceptions
Maintains organizational, staff and product reference records and access.
Start free, then use Proto to change fields, steps and approvals before your team goes live.