Keep sales reps' CRM deals current after proposal sends
Keep sales reps' CRM deals current after proposal sends
Sales reps lose follow-ups when proposals aren't in the CRM, causing pipeline mismatches. Create or update CRM deals when proposals move to awaiting acceptance so reps have current proposal links.
Overview
Sales reps lose deals when proposal sends aren't reflected in the CRM, creating pipeline mismatches and missed follow-ups. Keep CRM deals aligned with proposal status so reps always have current proposal links and zero missed follow-ups, letting them focus on closing.
Notable Features
- Create or update CRM deals
- Attach proposal links to deals
- Notify reps of deal changes