Update deal record with proposal page link in CRM
Update deal record with proposal page link in CRM
Proposal pages often lack matching deal links, leaving reps without context when they call prospects. Link new proposals to deals so reps and sales ops have immediate context before outreach.
Overview
When proposal pages publish without links on the deal, reps often lack the latest scope and pricing when they call. This ties published proposals to the matching deal so reps and sales ops have proposal context within minutes before outreach.