Create new deal records from returning proposal tasks
Create new deal records from returning proposal tasks
Your proposal tasks often lack a linked opportunity, leaving deals uncreated and owners unclear. It creates and assigns deal records so sales and billing can follow up same day.
Overview
Proposal tasks without linked opportunities create manual work and unclear ownership for your team. This workflow creates and assigns deal records and writes the CRM link back to the task so sales and billing can follow up and prepare invoices the same day.