Update opportunity and trigger automated offer send to rep
Update opportunity and trigger automated offer send to rep
Your initial consultation records miss offer follow-up, causing delayed proposals and unclear ownership. Keep opportunity data and tasks aligned so proposals go out same day.
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Overview
Stop losing momentum after initial consultations—ensure offer activity immediately updates the opportunity and kicks off production. This flow marks the opportunity stage, starts offer creation, and assigns follow-up tasks so reps and program coordinators can deliver proposals same day.