Create project proposal and attach to sales record
Create project proposal and attach to sales record
Your discovery form responses sit unprocessed, leaving sales records incomplete and proposals delayed. Get a tailored proposal, create a project folder, and link both to the sales record same day.
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Overview
Stop letting discovery responses pile up while reps hunt for context. This flow turns a form reply into a client-ready proposal, project folder, and linked sales record so reps can follow up within minutes, not days.