Update client job record and schedule proposal follow-ups
Update client job record and schedule proposal follow-ups
Your proposal uploads aren't tied to client records, so follow-ups slip and sales handoffs stall. The workflow updates the job record and schedules follow-ups so estimators can reach out same day.
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Overview
Proposals that don't update client records delay follow-ups and extend sales cycles. This flow writes proposal details to the client job record, creates follow-up events, and launches delivery steps so estimators and coordinators can act same day.