The Solve CRM contacts nobody wants to work through
A companion works the 1 operation your Solve CRM account exposes. It can create a contact, and every one of those waits on an approval card showing the contact before it changes.
Open the contact. Check it against something else. Write the change. Move to the next one. That is the Solve CRM afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a contact until you approve it.
What it can do is exactly what Solve CRM exposes to an account you authorise and nothing beyond it: 1 operation, no reads and 1 write. In practice that means it can create a contact.
The Solve CRM API stops at Solve CRM. 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.
Does it read the contacts or ask you for them?
In the tab.
Solve CRM exposes no read operation to a connected account, so a companion opens Solve CRM in the session you are already signed into and reads the screens you would.
The contacts are what most of this inventory is about, alongside the contacts. A companion can hold that operation and forty open tabs in the same pass, which is how an afternoon of Solve CRM admin becomes a queue you review.
What happens before it can create contact?
The one write operation there is waits for you.
A companion can create a contact, and each one is staged on an approval card first: you see the contact, the field and the new value before it lands in Solve CRM.
Nothing in Solve CRM is sent, changed or deleted on your behalf without that click, and a rejected card leaves the contact exactly as it was. The gate is the same one on every surface, described at security.
- Create Contact
Can the contacts pass run every Monday?
Yes.
Saved as a routine, the Solve CRM contacts 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 Solve CRM contacts sweep among them, and finished runs are published at real runs.
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