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IT: post signed proposals to sales and ops channels

IT: post signed proposals to sales and ops channels

Sales reps miss handoffs when signed proposals sit in inboxes, causing fulfillment delays and lost momentum. IT posts order alerts to sales and ops channels so reps start follow-up immediately.

IT: post signed proposals to sales and ops channels

Overview

Signed proposals left in inboxes delay fulfillment and stall delivery planning. This workflow ensures every accepted proposal becomes a visible order alert in sales and ops channels and creates handoff tasks so reps and fulfillment coordinators start work immediately, preventing missed follow-ups and smoother handoffs.

Notable Features

  • Post concise order alerts
  • Notify sales and ops channels
  • Create project handoff tasks

IT: post signed proposals to sales and ops channels