Update proposal sent date on partner contact records
Update proposal sent date on partner contact records
Your partner-sourced contacts miss proposal sent dates, leaving sales reps without delivery context. Record those dates on contact profiles so follow-up is timely before weekly reviews.
Workflow preview:
Zap details:
Overview
When proposal send dates aren't logged, reps lack timing and outreach stalls. This records the sent date on the contact so reps and owners can prioritize outreach and keep pipeline reporting accurate within the week.