Add new proposal contacts to referral campaign list

Proposal documents include contact details that go untracked, leaving referral opportunities and follow-up inconsistent. It enrolls contacts into your referral campaign for same-day outreach.

Overview

Stop letting proposal contacts slip through the cracks; this flow captures contact details from each new proposal and adds them directly to your referral campaign. Program coordinators and sales ops get ready-to-action contacts so outreach can occur the same day.