Send proposal email when deal hits proposal stage
Send proposal email when deal hits proposal stage
Your Proposal-stage deals often lack recorded outreach, leaving reps without buyer context. The workflow sends a proposal email and logs the outreach so contacts are engaged same day.
Overview
When a deal reaches Proposal, outreach must be consistent and visible so nothing stalls. This flow creates the proposal email and logs the activity automatically, giving reps and co-founders the context they need to follow up same day.