Agents work with leads and deals
What moves
An agent lists leads and opportunities and drafts follow-ups using the caller's CRM permissions.
Before you start
- AI Agents and CRM in your plan
Step by step
- Sales managerAI Agents & Automation
Runs an agent over open leads.
You see:The agent calls CRM tools.
- SystemCRM & Sales Pipeline
Enforces the manager's CRM permissions.
You see:Only visible leads are used.
Related
- AI Agents & Automation
- CRM & Sales Pipeline
- AI agents can read and act on projects
- Outside AI tools use access tokens
- The Copilot and your AI agents use one catalogue and one company brief
- A gated agent asks to start, then again for each change
- An admin builds an agent and a manager uses it
- Connections between modules