Update CRM deal and contact when proposal sent
Update CRM deal and contact when proposal sent
Proposals sent without updated contact or deal details leave sales reps missing expiry and follow-up context. It updates deals and contacts with proposal expiry and status so reps can act same day.
Overview
Proposals often leave gaps in CRM records that slow follow-up and confuse reps; this flow fills those gaps by updating contacts and deals the moment a proposal is sent. The result: proposal expiry and status are visible within minutes so deal owners can act the same day.