Send proposal email, update records, and schedule follow-up
Send proposal email, update records, and schedule follow-up
Your proposal form submissions arrive untracked, leaving sales without sent proposals or timeline and causing delayed outreach. They get emailed proposals and synced client records with a follow-up scheduled in one week.
Overview
When proposal uploads aren't sent and logged, reps miss timely outreach and revenue windows. This flow guarantees proposals are emailed and recorded within minutes and schedules a one-week follow-up, giving sales reps reliable delivery proofs and calendar nudges.