Send approval notice when proposal is approved for a deal
Send approval notice when proposal is approved for a deal
Your approved deal proposals in the CRM can stall when owners miss the handoff for client delivery. The workflow alerts your team so final documents are sent the same day.
Overview
When proposal approvals sit in the CRM without a clear handoff, client sends can stall and close cycles stretch. This flow converts stage updates into instant team alerts so account executives have the context to send final documents the same day.