Create deal records and notify project owners promptly
Create deal records and notify project owners promptly
Your proposal notifications arrive without structured deal context, forcing project owners to chase assignment details. Capture them as deal records and send timely alerts so teams can triage same day.
Overview
When proposals arrive without structured context, project owners waste time chasing details and estimates slip. This flow converts incoming proposal notices into tracked deal records and immediate team alerts, enabling triage and estimation within hours so client commitments stay on schedule.