For landscape designers: update deal stages from forms

Landscape designers lose momentum when pre-meeting forms go unrecorded, stalling proposals. The workflow updates deal stage and stores questionnaire answers so sales reps can act on current leads.

Overview

Pre-meeting questionnaires left unrecorded stall project momentum and blur next steps for landscape proposals. This workflow ensures every form updates the deal stage, stores answers on the record, and creates follow-up tasks so sales reps see engagement and prioritize next steps—helping eliminate missed handoffs and missed follow-ups.

Notable Features

Update deal stage on submission
Attach questionnaire answers to record
Create follow-up activity for reps