Engineering: keep CRM deals updated when proposals are sent

Engineers face stale deal stages when sent proposals aren't logged, risking missed follow-ups. Log sent proposals into CRM so stages and quote refs update and reps act on live pipeline.

Overview

Stale deal stages let follow-ups slip and make forecasts unreliable. This workflow ensures every sent proposal is tied back to the correct CRM deal so stages and quote references stay current, enabling reps to act on live pipeline and giving leadership accurate visibility.

Notable Features

Update CRM deal stages
Attach quote reference to deal
Notify sales reps for follow-up