Renewable electricity owner: keep proposal counts updated for accurate pipeline
Renewable electricity owner: keep proposal counts updated for accurate pipeline
Owners in renewable electricity miss proposal counts, causing reporting gaps and missed follow-up. Counts update when deals hit Proposal Sent so owners act on accurate pipeline data.
Overview
Miscounted proposals create reporting gaps that let opportunities cool and derail sales focus for small renewable electricity owners. This workflow increments proposal counters and notifies deal owners, eliminating reporting gaps so pipeline activity is visible and follow-up happens faster.
Notable Features
- Increment proposals-sent counter automatically
- Notify deal owner on change
- Keep pipeline metrics up to date