Notify sales team when proposal is opened, find lead, and create follow-up task

Notify your sales team when a proposal is opened in Better Proposals and create a follow-up task in Close. This ensures timely engagement with leads, improving conversion rates and enhancing sales efficiency.

Notify sales team when proposal is opened, find lead, and create follow-up task

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Overview

Notify your sales team when a proposal is opened in Better Proposals and create a follow-up task in Close. This ensures timely engagement with leads, improving conversion rates and enhancing sales efficiency.

Notify sales team when proposal is opened, find lead, and create follow-up task