Update deal status when a customer views quote

Your proposal views aren't reflected in deal records, so reps miss timely outreach and deals stall. Update deal status automatically so reps can act the same day.

Overview

When a prospect opens a proposal, momentum matters: reps need immediate deal context or opportunities cool and forecasting blurs. Keep deal records current automatically so reps can prioritize outreach and act the same day, restoring pipeline clarity for leadership.