Send proposal prep email after offer call and update lead

Offer-call notes without consistent outreach cause proposal delays and stalled deals. Get a proposal-prep email plus a lead update automatically so reps can act same day.

Overview

When offer calls conclude, manual follow-up and sequence changes often slip, costing momentum. This flow sends the proposal-prep email, updates the lead record, and adjusts sequence enrollment so reps have full context and can act same day.