Complete proposal meeting activity when deal stage advances
Complete proposal meeting activity when deal stage advances
Your proposal meeting activities stay open after stage changes, leaving reps unclear on next steps and creating follow-up confusion. This gives your reps an accurate activity trail the same day.
Overview
Lingering proposal activities after a stage change create confusion and missed handoffs. This flow closes those activities automatically so reps and managers see an accurate activity trail and clean up follow-ups the same day.