Add product line items to opportunity and notify team
Add product line items to opportunity and notify team
Your opportunities miss priced line items after survey or video inputs, delaying proposals. It adds products and audience costs so account managers can send accurate proposals same day.
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Overview
Survey responses and video lengths frequently arrive without priced products, which stalls proposals and invoicing. This flow turns those inputs into priced opportunity line items and a clear team summary so account managers can issue correct proposals and invoices the same day.