Update deal day number after proposal sent in CRM
Update deal day number after proposal sent in CRM
Your proposal-sent deals lack day tracking, which blurs follow-up timing and weakens forecasts. It sets the deal day number so reps and managers get consistent timelines before reviews.
Workflow preview:
Zap details:
Overview
When deals move to proposal-sent, pipeline timing often goes dark and forecasts get noisy; reps and managers lose clarity at handoff. This flow calculates a day-count and writes it into each deal so your team sees consistent timelines and prepares for reviews the same day.