Attach proposal view link to CRM deal record
Attach proposal view link to CRM deal record
Your proposal views aren't linked to deals, leaving account teams without context and delaying follow-up. Attach the proposal link to the deal so reps have context for same-day outreach.
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Overview
When proposal views don't show on the deal, reps lack context and follow-up stalls. This flow attaches the viewed proposal link to the matching CRM deal so account executives get the context needed for same-day outreach and clearer deal records.