Create CRM deal from proposal awaiting client acceptance
Create CRM deal from proposal awaiting client acceptance
Your proposals moved to awaiting acceptance leave deal setup undone and delay client follow-up. It creates CRM records and schedules follow-up so you can start onboarding the client same day.
Overview
Proposals left in awaiting acceptance often never become actionable deals, stalling client onboarding and revenue recognition. This flow turns those proposals into CRM deals and schedules follow-up so your managing director and client support can start onboarding the client the same day.