Keep sales managers aware when renewal proposals are sent

Sales managers lose visibility when renewal proposals wait for approval, causing deals to stall. Move renewals to 'Proposal Generated' when proposals are sent so managers prioritize follow-ups.

Overview

Renewal proposals stuck in approval lead to mis-staged opportunities and stalled deals. This workflow moves WMS renewal opportunities to 'Proposal Generated' when a proposal is sent for approval, so sales managers can prioritize follow-ups and keep pipeline accuracy. Sales leaders report clearer pipeline visibility and faster follow-ups.

Notable Features

Set opportunity stage to Proposal Generated
Target only Renewal WMS opportunities
Notify sales managers to prioritize