Update deal stage automatically when proposal is sent
Update deal stage automatically when proposal is sent
Your deals remain in the wrong stage after a proposal is sent, leaving reps without context for timely follow up. This updates the deal stage and attaches the proposal link so reps can act same day.
Overview
Proposals should drive pipeline movement, not manual data entry. This flow finds the referenced deal, attaches the sent proposal link, and advances the stage so deal owners have correct context and can act same day.