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RevOps — Screen Workflows

End-to-end flows across the RevOps add-on screens.

Onboard the RevOps team

Admin activates revops
→
Open Roles (seed templates)
→
Open RevOps Team
→
Assign roles to staff

Configure then sell

Sales Ops configures the process; the Sales Representative works inside it:

Define pipeline & quotas (Sales Ops)
→
Create deal (Sales Rep)
→
Log activities
→
Update deal stage
→
Create quote
→
Approve discount (Deal Desk)

Who can do what

StepRequired capabilityTypical role
Configure pipelinerevops:pipeline:manageSales Ops Specialist
Create a dealrevops:deals:createSales Representative
Update deal stagerevops:deals:update_stageSales Representative
Log an activityrevops:activities:logSales Representative
Create a quoterevops:quotes:createSales Representative
Override pricingrevops:pricing:overrideDeal Desk Manager
Read analyticsrevops:analytics:readRevenue Analyst

Frequently Asked Questions

What gates each step?
Each action needs its specific capability; a Sales Rep can create/advance deals but not override pricing or approve discounts.
Do these flows require the package?
Yes — every RevOps screen is guarded by tenant entitlement plus a RevOps role.
Where do I set up the master data used here?
On the Operational Setup screens (pipeline stages, pricing catalog, territories).
Can roles be customized?
Yes — define custom RevOps roles from the Roles screen (only REVOPS + GLOBAL capabilities).