Sales ops: capture proposal emails as CRM deals
Sales ops: capture proposal emails as CRM deals
Sales ops miss deals when sent proposal emails aren't logged, creating pipeline blind spots and missed follow-ups. Logs deals for sent proposals and tracks replies so managers prioritize follow-up.
Overview
Sales ops lose pipeline visibility when sent proposals aren't captured — deals slip into a shadow pipeline and follow-ups get missed. This workflow creates a CRM deal for every sent proposal and tracks reply status, giving sales managers immediate pipeline visibility and helping ensure no follow-up is missed.
Notable Features
- Create CRM deal for proposals
- Track reply status in CRM
- Notify managers to follow up