Update contact lifecycle to proposal stage for follow-up

Your proposal view events aren't linked to contact records, leaving campaign managers without lifecycle context for outreach. Keep lifecycle stages current so follow-ups occur same day.

Update contact lifecycle to proposal stage for follow-up

Overview

When proposal views don't update contact records, campaign managers and sales reps lose momentum and miss timely outreach. This flow attaches proposal events to contacts and advances lifecycle staging so follow-ups happen the same day and nurture cadences stay on track.

Update contact lifecycle to proposal stage for follow-up