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