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Create deal from proposal response and assign owner

Create deal from proposal response and assign owner

Your proposal responses arrive without deals or context, so reps lack job and chat links to prepare outreach. Create deals with context for faster follow-up within minutes.

Create deal from proposal response and assign owner

Overview

Proposal replies frequently land as unstructured messages, leaving reps without the context they need to act. This flow creates or updates CRM deals with job and chat links and assigns owners so account executives can follow up within minutes and keep the pipeline accurate.

Create deal from proposal response and assign owner