Update project pipeline item from proposal status change
Update project pipeline item from proposal status change
Portal proposals often miss the pipeline, leaving items without status, totals, or PDFs. Keep items current with financial summaries and attached proposal files so teams can triage same day.
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Overview
When proposal statuses change, this flow keeps your pipeline items up to date with status, financial details, and attached PDFs so project managers and schedulers don’t waste time hunting for context. That means teams can triage and assign installs within minutes and avoid scheduling churn.