When ASTRO offers to do something

ASTRO can prepare changes for you: log an activity, schedule a follow-up, set a deal's next action, move a deal to another stage, draft an e-mail, or (for finance roles) send a payment reminder. It never makes the change itself. You decide on each one.

Decide on a proposal

  1. ASTRO shows a card marked Waiting for you with exactly what it would do.
  2. Select Edit to change anything on the card, for example the date or the notes.
  3. Select Confirm to make the change. It is saved as if you had done it on the screen yourself, with the same checks. The card then says Confirmed and links to the record.
  4. Or select Dismiss. Nothing changes.

Good to know

  • A card waits 15 minutes. After that it shows Expired: ask again, or make the change on its screen.
  • Moving a deal to a lost stage asks Why was it lost? on the card before you can confirm.
  • An e-mail draft is not sent by ASTRO. Select Copy, or Open in mail client to send it from your own e-mail.
  • A note ticked Internal is never used in an e-mail draft. Older notes with a line that starts "Internal:" are left out too.
  • ASTRO only offers what your role allows you to do.

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