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Update sales pipeline item when proposal is sent to client

Update sales pipeline item when proposal is sent to client

Your sent proposals aren't linked to pipeline items, so reps miss contact and expiry context. It adds proposal links, client email, and expiry dates so reps can follow up same day.

Update sales pipeline item when proposal is sent to client

Overview

Proposals that aren't visible in your pipeline slow follow‑up and handoffs. This flow writes proposal links, client email, owner, and expiry directly into the pipeline item so reps have context and can act the same day.

Update sales pipeline item when proposal is sent to client