---
title: "Sales — Knowledge"
description: "Follow-up, CRM updates and quotes as proposals with approval and rollback. — What may flow from a conversation into the CRM is a choice, not a technical…"
source_name: "Gen8"
source_url: "https://gen8.app/en/kennis/category/sales/"
site_home: "https://gen8.app/"
source_description: "Managed AI service for SMEs. We set up, connect and manage; you stay in control."
locale: "en"
copyright: "© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft"
modified_at: "2026-10-21T20:18:27.547Z"
---

# Sales — Knowledge

## Sales

Follow-up, CRM updates and quotes as proposals with approval and rollback.

- [Meeting information into CRM and tasks](<https://gen8.app/en/kennis/meetinginformatie-naar-crm/>)What may flow from a conversation into the CRM is a choice, not a technical detail. Make that choice deliberately.menselijke-goedkeuringTijs Berens · October 21, 2026
- [Updating CRM with AI: fields and rollback](<https://gen8.app/en/kennis/crm-bijwerken-met-ai/>)Not every CRM field can tolerate an automatic update. Three categories, each with its control level and way back.hubspotsalesforceTijs Berens · October 21, 2026
- [Sales follow-up without uncontrolled writes](<https://gen8.app/en/kennis/salesopvolging-zonder-crm-writes/>)Automating follow-up need not mean write permissions. Keep the CRM reliable while speeding up the work.hubspotmenselijke-goedkeuringTijs Berens · October 21, 2026