Update CRM lead and log note when proposal opens
Update CRM lead and log note when proposal opens
When clients open proposals, lead records lack context and follow-up often slips. Add a lead flag and quick note so your BDMs can prioritise outreach within minutes.
Overview
When prospects open proposals you need real-time visibility so your reps can act while interest is fresh. This workflow flags the lead and appends a timestamped note, giving BDMs the context to prioritise outreach and book sessions within minutes.