Update proposal status to pending in LeadConnector when a new document is created in JobTread

Update your sales pipeline by marking proposals as pending when a new document is created in JobTread. This keeps your LeadConnector opportunities current, ensuring faster follow-ups and improved sales tracking.

Update proposal status to pending in LeadConnector when a new document is created in JobTread

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Overview

Update your sales pipeline by marking proposals as pending when a new document is created in JobTread. This keeps your LeadConnector opportunities current, ensuring faster follow-ups and improved sales tracking.

Update proposal status to pending in LeadConnector when a new document is created in JobTread