Notify sales team when client views proposal, and update deal in ActiveCampaign
Notify sales team when client views proposal, and update deal in ActiveCampaign
Notify your sales team when a client views a proposal in Proposify, ensuring the deal status is current. Update relevant information in ActiveCampaign for clearer reporting and improved engagement.
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Overview
Notify your sales team when a client views a proposal in Proposify, ensuring the deal status is current. Update relevant information in ActiveCampaign for clearer reporting and improved engagement.