Business owners track sent proposals in a central log
Business owners track sent proposals in a central log
Business owners miss proposals when deals change to 'Sent', creating blind spots in the pipeline. The workflow logs every 'Sent' stage to a spreadsheet so sales reps and managers follow up promptly.
Overview
Untracked 'Sent' proposals create pipeline blind spots and let revenue opportunities slip. This workflow captures every proposal event into a single, auditable spreadsheet so sales managers and reps never miss follow-up—response times drop and manual tracking is removed.
Notable Features
- Record proposal events to spreadsheet
- Notify sales reps on entry
- Create auditable proposal history