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Product screenshot showing CRM properties, pipeline stages, and sync checks. Use Deal Qualification when your team expects Ergo to reason about qualification status, stage readiness, or CRM fields tied to qualification. Keep these settings aligned with the CRM and sales process.

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Who can use this

  • RevOps, sales operations, CRM owners, and admins with CRM permissions.

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Before you start

  • Use a CRM account that can read and update the fields Ergo needs.
  • Map properties, pipelines, and stages before enabling broad CRM automation.
  • Test changes on one record before rolling them out.

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Steps

  • Identify which CRM fields represent qualification.
  • Map those fields in CRM Properties before using them in AI or automation workflows.
  • Align qualification criteria with stage descriptions.
  • Review AI-generated qualification outputs before writing them back to CRM.

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What to expect

  • Qualification behavior depends on mapped fields, stage descriptions, and available source context.
  • AI can summarize evidence, but admins should define the fields and criteria.
  • Missing or stale source data can make qualification outputs incomplete.

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Common issues

  • Qualification fields were not mapped or are read-only.
  • Stage descriptions conflict with qualification criteria.
  • Reps use informal criteria that are not represented in the CRM.
Last modified on June 8, 2026