Advance deal stage when a proposal is created
Advance deal stage when a proposal is created
Your new proposals lack CRM stage updates, leaving project managers without status and delaying homeowner follow-up. This advances deal stages so your team can prioritize outreach within one hour.
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Overview
When proposals are issued, pipeline accuracy matters for scheduling and client confidence. This flow moves deals to the decision-maker stage within an hour so project managers can prioritize visits and homeowner follow-up without manual updates.