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