Post proposal open alerts to your team channel
Post proposal open alerts to your team channel
When proposal open emails sit in your inbox, you and your consultants miss the best moment to engage interested prospects. Receive instant team alerts so follow-ups happen same day.
Overview
A single opened proposal is one of the strongest signals a prospect is active — but that window closes fast. This ties proposal-open emails directly into your team channel so consultants can see interest and follow up within minutes, preserving momentum and increasing same-day outreach.