# Sales

URL: https://avispa.ai/agent-teams/sales/

Sales & Marketing team

Runs your pipeline from prospect research and outreach to deal support and account growth. Your CRM stays the single source of truth.

## Who's on the team

- **Sales Lead** · Lead · Owns every approval gate and runs the weekly pipeline review.
- **Account Manager** · Grows existing accounts through renewals, upsell and expansion.
- **Deal Support Specialist** · Prepares proposals and call prep for live deals.
- **Outreach Specialist** · Drafts personalized outreach.
- **Prospect Researcher** · Researches accounts and works new leads.
- **Sales Operations Analyst** · Sends the daily pipeline briefing, keeps the CRM clean and builds the monthly forecast.

## How a team arrives

1. 1 · **Import** · Arrives switched off
2. 2 · **Connect** · Credentials stay with you
3. 3 · **Discovery** · Learns how you work
4. 4 · **You approve** · Its plan and its limits
5. 5 · **Activate** · Routines switch on

## Controls it works inside

- Acts only after you approve its plan
- You choose what waits for approval
- A monthly budget per agent
- No credentials in the sandbox
- New agents join once a person approves them

- This team connects to your own systems after import. You choose which, and whether each agent can read or change them.

**More: when and where it works, and what it documents**

## When it works

- **Daily Pipeline Briefing** · Weekdays at 08:00
- **Monthly Sales Forecast** · The 1st of each month at 09:00
- **Weekly CRM Hygiene** · Fridays at 10:00
- **Weekly Pipeline Review** · Mondays at 09:00

Routines arrive switched off. You turn each one on.

## What it documents

- A daily pipeline briefing.
- Weekly CRM hygiene and pipeline reviews.
- A monthly sales forecast.

[All agent teams](https://avispa.ai/agent-teams/) · [Next: Security Posture Management](https://avispa.ai/agent-teams/security-posture-management/)

## Onboard Sales with us.

[Book a demo](https://avispa.ai/book-a-demo/) · [Watch it work](https://avispa.ai/#watch)