Create proposal task from deal property update now
Create proposal task from deal property update now
Your deals move into proposal status without an assigned owner, leaving proposal work untriaged and delayed. The flow creates a project task so coordinators and reps can start proposals same day.
Overview
Proposal requests too often sit untriaged when deal flags change, costing time and slowing client responses. This flow creates a project task with owner context and surfaces errors back to CRM so coordinators can start proposals same day.