Add sent proposal details to central reporting sheet
Add sent proposal details to central reporting sheet
Your sent proposals lack a central record, causing missed follow-ups and unclear booking priorities. It logs proposal details to your report so coordinators can prioritize outreach same day.
Overview
When proposal activity is scattered, missed follow-ups slow booking momentum; this flow captures every sent quote into a single report. Program coordinators get visibility and can prioritize outreach the same day, so high-value workplace vaccination opportunities are actioned faster.