Danny Howe
When a client asks for a proposal on a call, update the CRM, tell the team on Slack, and log the lead.
Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack
Absolutely! I’ll update the CRM, notify the team in Slack, and add a new entry to your Leads Tracking sheet whenever a proposal request is detected.
Running behavior...
Proposal Request Automation
Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack
Automatically update CRM, notify the team, and track leads when a proposal is requested after a meeting.