Add sales opportunity from completed proposal for follow-up
Add sales opportunity from completed proposal for follow-up
Completed proposals lack structured contact and pipeline data, forcing manual entry and slowing handoffs. This creates or updates opportunities so reps can act the same business day.
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Overview
Completed proposals often become manual work for sales ops, creating delays and support tickets for IT. This flow turns every finished proposal into a formatted opportunity so sales gets accurate contact data and can follow up the same business day.