Add closed proposal customers to review request campaign

Your closed proposal records sit unleveraged after sale, leaving customer reviews unrequested and reputation growth stalled. It adds customers to a review campaign so requests go out same day.

Add closed proposal customers to review request campaign

Overview

When a proposal moves to the closed stage, your review outreach should start—not wait. This flow enrolls those customers into your review campaign so campaign managers can send requests same day and protect post-sale momentum.

Add closed proposal customers to review request campaign