Update deal stage and create proposal task from feasibility
Update deal stage and create proposal task from feasibility
Your feasibility tasks lack deal context, so reps miss key notes for proposal prep. The workflow attaches the summary and creates a prioritized task on the opportunity, making proposals ready same day.
Overview
When feasibility work is trapped in a task record, reps lose momentum and proposals stall. This flow carries the feasibility summary into the opportunity, creates an owner task, and advances the deal stage so proposals can be prepared and sent the same day.