For coaching founders: Respond to proposal views before prospects cool

Founders and CEOs at training firms miss hot prospects when proposal-open emails are buried, costing enrollments. Instant alerts push proposal views so reps follow up faster.

Overview

Training founders lose enrollments when proposal views go unnoticed and follow-ups slip. This workflow routes proposal-sent and proposal-open alerts to the right rep and logs activity in your CRM, so reps follow up faster and pipeline records remain accurate.

Notable Features

Notify assigned sales rep instantly
Attach proposal details to alert
Create follow-up task for rep