Questions, answered

Click Get started, then use Proto to configure Logistics CRM for your business. Start with one organization, a current shipper account and a live opportunity. Rehearse its lane basis, owner activity and manager review before adding more relationships.

A Relationship Owner is recorded on the opportunity. That person maintains its commercial details, activities and supporting files. The Sales Manager reviews the evidence and business decisions.

A lane opportunity points to its parent opportunity, which identifies the counterparty account. It also identifies the operating organization. The lane holds the ZIP code pair, weekly loads and rate validity date.

It means the reviewed quote basis received a manager’s decision. The parent opportunity still carries the customer pursuit and its own status through proposal, negotiation and outcome.

The owner logs calls, meetings, emails or tasks as relationship activity on the opportunity. Due and completed dates plus the outcome make follow-up and the reason for a stage change easier to read.

The team can attach a file to an opportunity with a title, evidence type, upload date, uploader and Internal or Shared visibility. Agree the visibility rule before using customer material.

The Relationship Owner supplies acceptance or loss evidence. A Sales Manager checks the current revision and records a reasoned independent decision before the Won or Lost result is kept.

Open its operation receipt. The operation key, expected revision, result state and failure reason help a manager compare the attempted action with the local effect.

The lane record holds commercial qualification details. Transport execution belongs in a connected dispatch or carrier system when your team needs that handoff.

Walk one real shipper pursuit from account selection to a recorded customer result. Check the owner, lane basis, activity, attachment, review decision and receipt together.