II.
Workflow JSON
Structured · liveworkflow:bizdev-crm-and-tracking-setup
BizDev CRM and Tracking Setup json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"id": "workflow:bizdev-crm-and-tracking-setup",
"_kind": "Workflow",
"_file": "workflows/workflows/workflows-bizdev-setup.yaml",
"_cluster": "workflows",
"attributes": {
"displayName": "BizDev CRM and Tracking Setup",
"workflowKind": "setup",
"triggerType": "event-driven",
"typicalCadence": "per-initiative",
"complexity": "cross-team",
"description": "Configures the CRM and deal-tracking infrastructure for business\ndevelopment operations -- designing partner and deal object schemas with\ncustom fields for partner type, tier, and integration status, building deal\nregistration workflows with automated routing and deduplication logic,\nconfiguring attribution models to track partner-sourced versus\npartner-influenced pipeline, setting up automated stage-progression alerts\nand stale-deal notifications, creating partner performance dashboards with\nrevenue contribution, deal velocity, and certification metrics, integrating\nwith finance systems for commission and revenue-share calculations, and\nestablishing data hygiene rules with duplicate-detection and\nmandatory-field enforcement. Produces CRM configuration guide, attribution\nmodel documentation, and dashboard gallery. Excludes ongoing CRM data\nentry.\n"
},
"outgoingEdges": [
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "role:planner",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "role:data-scientist",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "role:engineering-manager",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "skill-area:python-data-pipelines",
"kind": "requires_skill_area",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "skill-area:data-quality",
"kind": "requires_skill_area",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "domain:business-development",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "domain:revenue-operations",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "responsibility:data-quality-monitoring",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "responsibility:vendor-evaluation",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "org-unit:bizdev-team",
"kind": "performed_by_org_unit",
"attributes": {}
},
{
"from": "workflow:bizdev-crm-and-tracking-setup",
"to": "org-unit:revenue-operations-team",
"kind": "performed_by_org_unit",
"attributes": {}
}
],
"incomingEdges": []
}