Create proposal form entry when deal service changes
Create proposal form entry when deal service changes
Deals whose service selections change often lack a ready proposal entry, stalling handoffs and delaying client outreach. It delivers a completed proposal entry so account managers can outreach the same day.
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Overview
When service selections change mid-deal, manual proposal creation often lags and outreach slips. This flow turns those deal updates into completed proposal entries and alerts the owner so outreach can happen the same day.