Prioritize high-value deals for sales reps when proposals are viewed

Sales reps miss intent when proposal views go unseen, leaving deals unprioritized and pipeline skewed. This updates deal stage and amount on view, so reps follow high-value opportunities quickly.

Overview

Missed proposal views let competitors capture warm interest and skew your forecast. This workflow ensures deal stage and amount update when a prospect views a proposal, so reps focus on priority opportunities and your pipeline reflects real intent. The result is faster handoffs, zero missed high-value follow-ups, and cleaner data for forecasting.

Notable Features

Update deal stage on view
Set proposal amount on deal
Notify assigned sales rep instantly