Link new proposal to client lead, find opportunity, and update opportunity status in Close

Link new proposals to existing client leads in Close, and update opportunity statuses. This ensures accurate tracking of sales progress, leading to faster decision-making and improved client engagement.

Link new proposal to client lead, find opportunity, and update opportunity status in Close

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Overview

Link new proposals to existing client leads in Close, and update opportunity statuses. This ensures accurate tracking of sales progress, leading to faster decision-making and improved client engagement.

Link new proposal to client lead, find opportunity, and update opportunity status in Close