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Create CRM opportunity when proposal sent to client

Create CRM opportunity when proposal sent to client

Your proposal and selections documents often remain pending, leaving potential jobs untracked and follow-ups delayed. The workflow adds or updates CRM opportunities so owners can follow up same day.

Create CRM opportunity when proposal sent to client

Overview

When proposal documents sit pending, follow-ups slip and potential projects go cold, costing time for owners and schedulers. This workflow captures those proposal events and creates or updates CRM opportunities so your team can follow up same day and keep the pipeline moving.

Create CRM opportunity when proposal sent to client