Create CRM lead when opportunity enters proposal stage
Create CRM lead when opportunity enters proposal stage
Your proposal-stage opportunities miss contact and address details, leaving reps unprepared for estimates and site visits. It creates lead records so reps get full contact context same day.
Overview
When an opportunity advances to proposal, your reps need complete contact and site details immediately. This workflow turns proposal-stage moves into populated lead records so sales and project coordinators can begin outreach and estimate scheduling the same day.