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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.

Update opportunity and trigger automated offer send to rep

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.

Update opportunity and trigger automated offer send to rep