CRM opportunity support

Where this role adds capacity

A strong handoff gives this role a clear queue, an agreed output, and an escalation path. Your team keeps the judgment calls. The assistant keeps the preparation and coordination moving.

Work this assistant can support

• Update approved fields
• Check duplicate records
• Maintain activity notes
• Flag stale opportunities

Start with a controlled workflow

Choose one repeatable process. Document the source material, completion standard, and review owner. Expand only after the first workflow is stable.