Update deal stage when proposal awaits client acceptance
Update deal stage when proposal awaits client acceptance
Proposals awaiting client acceptance aren't reflected in deals, so revenue timing is unclear and follow-ups slip. Keep deal stage and value current so billing and client onboarding proceed same day.
Overview
When a proposal moves to awaiting acceptance, your CRM should show that change immediately so you can issue invoices and begin onboarding without manual steps. This keeps revenue timing visible and reduces follow-up delays so billing and client setup happen same day.