Who this section is for
- RevOps, sales operations, CRM owners, and admins with CRM permissions.
Before you start
- Use a CRM account with the read and write permissions required for the fields and stages you want Ergo to use.
- Map deal, contact, company, pipeline, and stage data before enabling broad CRM automation.
- Test one representative record before rolling out settings broadly.
- Recheck mappings after CRM admins rename, remove, reorder, or restrict fields or stages.
Articles
- Field Mapping overview
- Field mapping setup: required before CRM updates work
- CRM properties
- Property permissions
- Create/sync CRM properties
- Pipelines
- Stage definitions and AI descriptions
- Default stages
- Reorder/delete stages
- Stage drift resolution
- Stage controls
- Restrict to pipeline
- Company info
- Alternate domains/emails
- Partnership domains
- Meeting-title AI boost
- Advanced CRM toggles
- Deal qualification
- Backfill CRM fields from historical meetings
Common issue path
- If you are blocked, start with the article closest to the symptom.
- If the symptom crosses sources or permissions, use Troubleshooting.