Mark accepted proposals in your annual planning worksheet
Mark accepted proposals in your annual planning worksheet
You lose visibility when accepted proposals aren't recorded in your annual planning sheet, delaying onboarding and resource planning. It flags the client row so coordinators can act same day.
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Overview
Accepted proposals that don't make it into your planning worksheet cause onboarding delays and resource bottlenecks. This workflow flags the client row in your annual planning sheet immediately after acceptance, so coordinators can start onboarding and allocate resources same day.