Update CRM deal when proposal document is viewed
Update CRM deal when proposal document is viewed
Your proposal views aren't logged on deals, leaving reps without context and slowing follow-ups. It gives reps immediate visibility so they can follow up same day.
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Overview
Proposals viewed but not recorded leave reps blind to buyer interest and slow immediate outreach. This flow captures view events and writes them to the deal record so sales sees engagement within minutes and can follow up the same day.