Create follow-up activity when proposal is viewed in CRM

Your proposal views aren't tracked consistently, so leads sit without follow-up and site estimates stall. Create a follow-up activity and update the deal stage so reps can contact prospects same day.

Overview

When a prospect first opens a proposal, your team needs to act quickly to secure site access and lock pricing. This workflow captures that first view, creates a prioritized follow-up activity, and moves the deal into a follow-up stage so reps can call the same day and keep projects moving.