Marketing ops: attach proposals and update CRM opportunities
Marketing ops: attach proposals and update CRM opportunities
Marketing ops see projects flip to Proposal Sent, causing sales reps to use stale pipeline and miss follow-ups. Attach the proposal PDF to appointments and opportunities so reps have full context.
Overview
Disconnected proposal PDFs leave sales reps working from stale pipeline and risk missed follow-ups. This workflow attaches the proposal PDF to the related appointment and opportunity and updates status automatically, giving reps full context and eliminating missed follow-ups. The result: faster handoffs to sales and consistently accurate pipeline records.
Notable Features
- Attach proposal PDF to records
- Update appointment and opportunity status
- Notify sales reps with context