Update CRM when a proposal is sent to prospect
Update CRM when a proposal is sent to prospect
When sent proposals don't update your CRM, reps miss deal value and expiry context and follow-ups get delayed. You get updated deal value and expiry in CRM within minutes to enable timely follow-up.
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Overview
Proposals that don't write back to CRM create blind spots in pipeline and delay follow-up. This flow writes sent proposal value, recipient info and an expiry date into the deal so reps and sales ops have accurate opportunity context within minutes and can act before reviews or handoffs.