Notify team in Slack when proposal is sent, schedule follow-up, and create Zendesk ticket
Notify team in Slack when proposal is sent, schedule follow-up, and create Zendesk ticket
Notify your team in Slack when a proposal is sent via Better Proposals, schedule a follow-up action a month later, and create a ticket in Zendesk for potential follow-up if the client hasn't responded, ensuring timely engagement.
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Overview
Notify your team in Slack when a proposal is sent via Better Proposals, schedule a follow-up action a month later, and create a ticket in Zendesk for potential follow-up if the client hasn't responded, ensuring timely engagement.