BrightManager + GoProposal
Create new BrightManager clients from won GoProposal proposals
Make your workflow seamless between GoProposal and BrightManager. As soon as you win a proposal in GoProposal, a new client profile is created instantly in BrightManager. This automation improves efficiency, reduces data entry errors, and allows you to focus more on serving your new clients rather than juggling between applications.
Make your workflow seamless between GoProposal and BrightManager. As soon as you win a proposal in GoProposal, a new client profile is created instantly in BrightManager. This automation improves efficiency, reduces data entry errors, and allows you to focus more on serving your new clients rather than juggling between applications.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Create Client
Create a new Client within BrightManager
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Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItClient Deleted
Triggers when a Client is deleted within BrightManager.
Try ItClient Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try It
Proposal Created
Triggers when a new live proposal is created.
Try ItClient Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner