DealCloud StrawberryThe DealCloud records nobody wants to work through
A companion works the 4 operations your DealCloud account exposes. It can update a record and delete record(s), and every one of those waits on an approval card showing the record before it changes.
Open the record. Check it against something else. Write the change. Move to the next one. That is the DealCloud afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a record until you approve it.
What it can do is exactly what DealCloud exposes to an account you authorise and nothing beyond it: 4 operations, 1 read and 3 writes. In practice that means it can update a record, delete record(s) and create a record.
The DealCloud API stops at DealCloud. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which DealCloud records does a companion see?
1 of the 4 operations is a read. Your account, not a guess at it: a companion can get record(s), and the full list below is the whole list, with nothing inferred from DealCloud's documentation.
The records are what most of this inventory is about, alongside the records. A companion can hold all 4 of these operations and forty open tabs in the same pass, which is how an afternoon of DealCloud admin becomes a queue you review.
- Get Record(s)
Which records wait for your approval?
All 3 write operations wait for you. A companion can update a record, delete record(s) and create a record, and each one is staged on an approval card first: you see the record, the field and the new value before it lands in DealCloud.
Nothing in DealCloud is sent, changed or deleted on your behalf without that click, and a rejected card leaves the record exactly as it was. The gate is the same one on every surface, described at security.
- Update Record
- Delete Record(s)
- Create Record
Can the records pass run every Monday?
Yes.
Saved as a routine, the DealCloud records pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the DealCloud records sweep among them, and finished runs are published at real runs.
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