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Create contact and sales opportunity from sent proposal

Create contact and sales opportunity from sent proposal

Your sent proposals do not create contact records, leaving sales reps without buyer context and missing timely follow-up. Add contacts and opportunities so reps can follow up same day.

Create contact and sales opportunity from sent proposal

Overview

When a proposal goes out, sales needs a contact and opportunity record immediately or follow-up stalls. This flow creates or updates the contact and opens an opportunity so reps have context and can engage leads same day.

Create contact and sales opportunity from sent proposal