Business owners: Keep proposal dates current in CRM

Business owners see proposal dates unrecorded when stages change, causing missed follow-ups. It logs proposal-sent dates and day-number codes at stage change, so reps can prioritize timely follow-up.

Overview

Missed or late proposal timestamps stall pipelines and let competitors move first. This workflow captures every Proposal Sent date and day-number on the deal so sales reps follow up faster and pipeline reports reflect real activity.

Notable Features

Record proposal sent dates instantly
Set calculated deal day-number field
Notify reps for timely follow-up