I need the structure.
Review the eight-table product model, references, and four role profiles before loading records.
View product mapSupport
Get unstuck at the point where work stopped.
Use the product map and launch guidance below to identify the next action. Inside ERP.ai, Proto Agent can help adapt the app and explain the working model.
Choose the issue you have.
Each route points to the smallest useful next step.
I need the sequence.
Follow qualification, opportunity ownership, quote detail, and accepted-order conversion in order.
View the workflowI need a launch path.
Prove one end-to-end commercial trace, then expand users, records, and automation deliberately.
View implementationCommon questions.
Answers use the same vocabulary as the app so teams can act without translation.
Where is the application?
This build.host site explains Sales CRM. The working application, data, permissions, and workflows run inside ERP.ai.
What should we load first?
Start with active accounts, named contacts, a small product catalog, and the pursuits the team is working now.
Should workflows be active immediately?
No. Review their triggers and business mutations first. Activate safe workflows deliberately and keep consequential order conversion gated by approval.
Can Proto Agent adapt the app?
Yes. Use Proto Agent inside ERP.ai to understand the model, refine the app, and coordinate changes around your actual commercial process.