Keep sales reps on top of sent proposals

Sales reps miss logging emailed proposals, causing deals to stall and pipeline priorities to blur. Sent proposals become CRM records, so reps prioritize follow-up and maintain pipeline visibility.

Overview

Sales reps lose momentum when emailed proposals aren't recorded, creating blind spots and stalled pipeline forecasts. This workflow captures every sent proposal as a CRM record and alerts the owner, delivering clearer pipeline visibility and fewer missed follow-ups.

Notable Features

Create CRM records for sent proposals
Tag proposals with rep and stage
Notify assigned reps for follow-up