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Create proposal deal from quote form and assign owner

Create proposal deal from quote form and assign owner

You get unprocessed quote form submissions that sit untriaged and lose context for the sales team. This creates a deal and schedules a proposal activity so reps can respond same day.

Create proposal deal from quote form and assign owner

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Overview

Unattended quote requests cause delays and manual rework for small sales teams. This flow turns each form submission into a CRM opportunity with a scheduled proposal task and an owner notification so reps can act same day and meet outreach SLAs.

Create proposal deal from quote form and assign owner