CRM

60 Salesforce tasks under CRM (purpose: what the work is for) — each with ready AI prompts at four heights. LLOS Work Atlas.

60tasks

Purposewhat the work is for

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Add decision makers to account Add products and pricing to opportunity Add validation rules to enforce data Approve discount or price exceptions Attach signed contracts to opportunity Audit field history and activity logs Build list view of open opportunities Cleanse data with validation rules Configure assignment rules for leads Convert lead to contact and account Create and assign tasks to reps Create and manage renewal opportunities Create campaign and add campaign members Create contact segmentation lists Create custom fields on objects Create custom report for accounts Create new opportunity from contact Create onboarding tasks for new reps Create or update price book entries Create workflow rule or automation Edit page layouts for users Email contact from record Enroll contact in nurture campaign Escalate case to support team Export report data to CSV Forecast monthly and quarterly pipeline Generate PDF quote or proposal Import leads or contacts from CSV Log call outcomes and call duration Log new lead with contact details Log support cases from customers Manage user profiles and permissions Mass update records via list view Merge duplicate contacts or accounts Monitor case SLA and response times Prepare commission reports for payroll Qualify lead by updating status Reassign account ownership Record meeting notes and next steps Request contract signature electronically Reset user password or access Run pipeline and forecast reports Schedule dashboard refresh and emails Schedule follow-up tasks and reminders Send proposal or quote to prospect Set email alerts for key events Set opportunity close date and amount Set role hierarchy and sharing rules Set up recurring revenue schedules Sync calendar events with records Track campaign ROI and influence Track competitor information on opportunity Track email opens and clicks Train new users on common processes Turn on or off feature permissions Update account or contact information Update lead source and attribution Update opportunity stage and probability Upload and attach sales documents View sales performance dashboards

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The rest of the map

Same library, five ways in.

Work Atlasthe whole map, interactive Careers1,949 jobs and their real tasks Soft skillsthe human part of the work Activities500 things people do Prompt Librarybrowse every prompt