Update Salesforce record when Roofr proposal is marked as lost

Update your Salesforce records when a proposal is marked as lost in Roofr, ensuring all relevant details are captured. This keeps your CRM accurate and enhances reporting for better decision-making.

Update Salesforce record when Roofr proposal is marked as lost

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Overview

Update your Salesforce records when a proposal is marked as lost in Roofr, ensuring all relevant details are captured. This keeps your CRM accurate and enhances reporting for better decision-making.

Update Salesforce record when Roofr proposal is marked as lost