IT services sales reps: Capture invoice and proposal views
IT services sales reps: Capture invoice and proposal views
Sales reps miss signals when prospects open invoices or proposals and CRM shows nothing, letting engaged buyers slip. Capture view events so reps act faster and keep records current.
Overview
IT services deals stall when proposal engagement isn’t visible to account executives. This workflow captures document view events and writes CRM notes with links so reps can act on buyer signals, improving follow-up and reducing missed opportunities.
Notable Features
- Record document views in CRM
- Add document link to contact
- Notify assigned rep on view