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Create sales deal and contact link from sent proposal

Create sales deal and contact link from sent proposal

You send proposals but CRM deals aren't created, causing tracking gaps and stalled handoffs. It creates a CRM deal and links contact so reps follow up with context same day.

Create sales deal and contact link from sent proposal

Overview

Proposals often live outside the pipeline and slow down follow-up. This flow converts sent proposals into CRM deals, attaches the proposal link, and links the contact so reps have context and can act the same day.

Create sales deal and contact link from sent proposal