Create custom activity in Close when opportunity status changes to proposal sent, and find relevant contacts
Create custom activity in Close when opportunity status changes to proposal sent, and find relevant contacts
Create custom activities in Close when an opportunity status changes to 'Proposal Sent'. Capture relevant contacts and details for follow-up, ensuring efficient tracking and engagement with potential clients.
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Overview
Create custom activities in Close when an opportunity status changes to 'Proposal Sent'. Capture relevant contacts and details for follow-up, ensuring efficient tracking and engagement with potential clients.