Update deal stage when proposal document is reviewed
Update deal stage when proposal document is reviewed
Your proposal reviews aren't linked to deals, so the pipeline lacks contract context and follow-ups are delayed. Connect review events to deals so reps and the owner act the same day.
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Overview
When a prospect opens a proposal, your small team needs immediate clarity to keep momentum. This flow writes the review activity into the deal record so reps and the owner see contract-ready deals and can act within hours.