Manage leads and opportunities in Close when a proposal is sent from Better Proposals
Manage leads and opportunities in Close when a proposal is sent from Better Proposals
Manage leads and opportunities when a proposal is sent from Better Proposals. Find or create leads, add relevant notes, and establish new opportunities in Close for effective follow-up and improved sales tracking.
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Overview
Manage leads and opportunities when a proposal is sent from Better Proposals. Find or create leads, add relevant notes, and establish new opportunities in Close for effective follow-up and improved sales tracking.