Operating ProcedureExecution layer

Access & Permissions Checklist

A checklist with 5 steps: CRM admin access confirmed.

By InnovaAI Research

AI Productivity ToolsProject Management

What are the steps?

checklist

Access & Permissions Checklist

  1. 01

    CRM admin access confirmed

    Pipeline, custom fields, automations, users

  2. 02

    Domain + email sending access confirmed

    SPF/DKIM/DMARC if outbound

  3. 03

    Calendar/booking access confirmed

    Routing rules and ownership

  4. 04

    Tracking baseline collected

    Response time, bookings, pipeline value

  5. 05

    Escalation owner assigned

    Who approves changes and handles emergencies

bp-ai-lead-capture-offerbp-outbound-pipeline-setupbp-missed-call-recovery
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