Keep sales reps' proposal records current and visible

Sales reps send proposals that go unlogged, causing missed follow-ups and stalled deals. It logs proposal dates, recipient companies and view status to sales records so reps and managers act quickly.

Overview

Unlogged proposals cause missed follow-ups and stalled deals, which jeopardizes quota and forecast accuracy. This workflow captures each proposal send and view status in your sales database so reps and managers get real-time pipeline visibility and response times drop dramatically.

Notable Features

Log every sent proposal
Populate recipient company and date
Flag proposals when opened