Create CRM view note when prospect views quote
Create CRM view note when prospect views quote
Your proposals are viewed without record, leaving reps blind to recent engagement and unclear when to follow up. Capture views as CRM notes so reps have context and can act within hours.
Overview
When a prospect opens a proposal, reps need immediate signals to act. Capture those view events as timestamped CRM notes and pin them to the matching contact or organization so follow-ups happen within hours and outreach is better informed.