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Resources · Product-Led Guides

Practical workflow guides with inspectable diagrams

Each guide maps a real CRM.me workflow from trigger to proof so teams can launch Gmail tracking, pipeline hygiene, AI governance, admin setup, and mobile selling with credible product context.

Inbox-first sales reps

Gmail tracking

Set up tracked email, templates, document attachment, recipient validation, and CRM logging without claiming store approval before it is real.

Diagram

1Gmail compose
2Tracking controls
3Recipient validation
4CRM activity
  • Confirm tracking and privacy state before send.
  • Attach only approved collateral.
  • Log activity to the matching account or opportunity.

Tied to Gmail compose toolbar, side sheet, popup, and live Gmail DOM QA evidence.

Sales managers and RevOps

Pipeline hygiene

Use stage discipline, stale-deal checks, next-action review, and forecast risk cues to keep pipeline reviews useful.

Diagram

1Stage swimlane
2Deal risk
3Next action
4Forecast review
  • Filter at-risk and closing deals first.
  • Update stale stages from the pipeline view.
  • Review the next action before changing forecast posture.

Tied to CRM pipeline, mobile pipeline swimlanes, account workspace, and opportunity records.

RevOps, IT, and AI operators

AI CRM governance

Deploy AI recommendations with visible source records, confidence, approval controls, and dismiss/undo behavior.

Diagram

1Source records
2AI recommendation
3Human approval
4Audit trail
  • Inspect source records before approving AI actions.
  • Use confidence and timestamp context in reviews.
  • Keep admin audit and role permissions aligned.

Tied to source-backed evidence panels, command palette AI actions, and admin audit surfaces.

Workspace admins

Admin setup

Prepare users, roles, groups, billing, providers, system health, and privacy workflows before release.

Diagram

1Users and roles
2Provider health
3Security posture
4Release evidence
  • Preview permission diffs before role changes.
  • Verify provider health and billing readiness.
  • Attach required release evidence before final sign-off.

Tied to admin control center, roles simulator, system health, billing, and release QA guides.

Field sellers and managers

Mobile selling

Use command feed, account deep links, pipeline triage, quiet-hours notifications, and offline-safe states away from desktop.

Diagram

1Push alert
2Account deep link
3Mobile next action
4Queued sync
  • Start with urgent command-feed actions.
  • Open exact record links from alerts.
  • Confirm offline, stale, and queued states before mobile release.

Tied to mobile command feed, account detail, notifications, pipeline, settings, and device QA evidence.

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