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Create renewal task when proposal enters awaiting state

Create renewal task when proposal enters awaiting state

Your proposals moved to awaiting acceptance can leave renewals untracked. This creates a renewal task so your support team schedules follow-up and updates records the same day.

Create renewal task when proposal enters awaiting state

Overview

Proposals that land in awaiting acceptance often leave renewals and bookkeeping steps unstaged. This flow creates a visible renewal task for your support team so follow-ups and accounting updates occur the same day and nothing drops from the ledger.

Create renewal task when proposal enters awaiting state