iiRecord
Agentic AI Atlas · BizDev CRM and Tracking Setup
workflow:bizdev-crm-and-tracking-setupa5c.ai
II.
Workflow JSON

workflow:bizdev-crm-and-tracking-setup

Structured · live

BizDev CRM and Tracking Setup json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-bizdev-setup.yamlCluster · workflows
Record JSON
{
  "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": []
}