Send immediate proposal view alerts to sales reps
Send immediate proposal view alerts to sales reps
Your proposal view events often leave reps without context, delaying outreach and losing momentum. Receive concise view alerts so reps can act with context and reach out within minutes.
Workflow preview:
Zap details:
Overview
When a prospect opens a proposal, speed and context matter. This flow pushes concise SMS and email alerts to account owners so they can call with relevant deal details and follow up within minutes.