Change proposals

Tillgängligt i alla planerSå här gör duÖppna i DealJourney

Ändringsförslag is a queue of edits that have been *suggested* rather than made. Nothing in it has touched your data yet.

Proposals come from AI — Dealy, or an external assistant working through the connection — when something is confident enough to propose but consequential enough that a person should look: Föreslå CRM-ändringar som en människa ska godkänna

  1. 1Open Ändringsförslag.
  2. 2Read what each one would change: which record, which fields, from what to what.
  3. 3Approve it, and it is applied. Reject it, and nothing happens.

Read the before-and-after, not the summary. A proposal that says "corrects the contact details" is easy to wave through; the diff is where you notice it is about to overwrite a phone number somebody entered by hand last week.

Rejecting is not rude and costs nothing. The proposal disappears and the record is untouched. A queue you approve without reading is worse than no queue.

Work it regularly. Proposals age badly — a suggested change to a deal that has since closed is no longer a good idea, and a long queue is one that stops being read at all.

Where this sits among the safeguards:

Var det här till hjälp?

Relaterat