Create and update deal rows from proposal status
Create and update deal rows from proposal status
Your proposal statuses don't reach the deal board, leaving schedulers without booking context and risking missed installations. Update or create deal rows immediately so schedulers confirm installs same day.
Overview
When proposal updates stay siloed, schedulers and sales ops work from stale data and installations get delayed. This flow creates or updates deal rows immediately so your schedulers and reps confirm installs same day and reduce manual handoffs.