Create CRM opportunity and lead when proposal won
Create CRM opportunity and lead when proposal won
Your signed proposals go unprocessed, leaving deal records incomplete and onboarding delayed. New CRM opportunities and leads are created automatically so reps and marketing can act same day.
Overview
When a proposal is signed, you need the deal recorded and teams notified immediately to avoid onboarding delays. This flow creates the CRM opportunity and lead, archives the signed agreement, and spins up a board item so reps and marketing can act the same day.