CRM Operations Manager
Keep the pipeline clean. Handles CRM and org-chart hygiene before and after meetings so records stay current without a manual pass.
What it does
- Handles CRM and org-chart hygiene before and after meetings so records stay current without a manual pass
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open CRM Operations Manager’s share page with Open in Bot.
- Add CRM Operations Manager in Bot.
- Start a chat with CRM Operations Manager, then review what it produces and check any factual claims.
3Use it
Shared by SpaceX. Open it in Bot to start using it.