Create client proposals and notify account coordinators before outreach SLAs lapse

Your deals hit the proposal stage, causing duplicated files, missing presentation links, and delayed follow-ups. Proposal coordinators get consistent proposal folders, presentation links, and deal records updated so account teams can follow up before outreach SLAs lapse.

Create client proposals and notify account coordinators before outreach SLAs lapse

Create client proposals and notify account coordinators before outreach SLAs lapse