Create urgent RFP task from updated deal stage
Create urgent RFP task from updated deal stage
You waste time finding deal details and attachments when urgent RFPs arrive, delaying proposals and risking missed deadlines. The RFP task delivers a complete brief to coordinators for same-day response.
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Overview
When deals hit a committed RFP stage, proposal work must start immediately to hit deadlines. This flow converts stage changes into pre-filled RFP tasks with attachments, priorities, and due dates so coordinators can deliver same-day responses.