Create sold project row in weekly review sheet
Create sold project row in weekly review sheet
Your accepted proposals go untracked across systems, leaving you without a consolidated sales list for reporting and handoffs. Gain a single sales log for business owners and managers the same day.
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Overview
When accepted proposals aren’t captured in a single place, leadership loses sight of revenue and handoffs. This flow writes every won job to a shared review sheet and auto-calculates fees, giving business owners and sales managers a consolidated sales row the same day.