Track proposal opens in Better Proposals, find lead in Close, and create note in lead record
Track proposal opens in Better Proposals, find lead in Close, and create note in lead record
Track proposal openings in Better Proposals and create a note in Close to keep your sales team informed. This ensures timely updates and enhances communication, leading to more effective follow-ups and improved sales outcomes.
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Overview
Track proposal openings in Better Proposals and create a note in Close to keep your sales team informed. This ensures timely updates and enhances communication, leading to more effective follow-ups and improved sales outcomes.