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Create follow-up call and update deal when proposal sent

Create follow-up call and update deal when proposal sent

Your sent proposals often lack a logged next step in the CRM, leaving reps without context. Get a follow-up call activity and deal-stage update so reps can call the next business day.

Create follow-up call and update deal when proposal sent

Overview

Proposals sent without a linked deal or owner create friction and missed follow-ups; that delays revenue and frustrates reps. This flow creates a call activity, updates the deal stage, and notifies both the rep and ops channel so outreach happens by the next business day.

Create follow-up call and update deal when proposal sent