Update lead tracker and announce newly sent proposals to team
Update lead tracker and announce newly sent proposals to team
When deals reach the proposal stage, your tracker and channel miss updates, leaving reps without context and delaying follow-up. Get an updated row and channel alert so coordinators can act the same day.
Overview
When proposals are sent, your pipeline should update immediately so reps and owners can act without delay. This flow writes the new stage into your lead worksheet and posts a channel alert, giving proposal coordinators the context to follow up the same day.