Move sales deal to proposal stage from task
Move sales deal to proposal stage from task
Your completed proposal tasks often don't update CRM deals, causing outreach delays and forecast drift. Reps see deal readiness and follow up the same day.
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Overview
When project work signals a sent proposal, your pipeline needs to reflect that without manual updates. This flow automatically advances deals into the proposal stage so reps know which accounts are ready, enabling same-day outreach and cleaner forecasts.