Update deal stage and log sent proposal details
Update deal stage and log sent proposal details
Sent proposals aren't reflected on deals, leaving account managers without stage context. It updates deal stage and logs proposal metadata so reps get same-day follow-up context.
Overview
Proposals that aren't logged leave reps without context and slow follow-up. This flow advances the deal stage and captures proposal metadata into your records, giving account managers same-day visibility for outreach and forecasting.