Choose a path
- RevOps playbook: keep pipeline data trustworthy, configure CRM writeback, and reduce audit work.
- Sales manager playbook: review pipeline risk, team follow-up, coaching evidence, reporting, and adoption.
- AE playbook: know what to work on, ask deal questions, generate reviewable follow-up drafts, and keep mapped CRM fields updated when configured.
- CSM playbook: see account history, find renewal or expansion signals, and draft customer outreach.
- SDR playbook: prioritize outreach, prepare handoffs, draft follow-up, and use deal context.
If you are still not sure
- Start with Welcome to Ergo if you need the basic product model.
- Use Navigating Ergo if you know the workflow but not where it lives.
- Use Roles and permissions if the issue is access or visibility.
- Use Troubleshooting if something is missing, failed, duplicated, or blocked.