Add opportunity updates to proposals sheet as they happen
Add opportunity updates to proposals sheet as they happen
Your CRM opportunity updates don't sync to the proposals sheet, leaving quotes and schedules on stale data. You get a current proposals sheet so you can quote and schedule the same day.
Overview
When opportunity details drift, proposals and schedules can slip, adding admin work and risking client timelines. This workflow mirrors CRM changes into your proposals tracker so project leads always have accurate status and can produce quotes the same day.