When a deal moves to Proposal, draft the quote and attach it to the deal.
Diamond
APP
9:19 AM
Done. The Brightwave deal just hit Proposal, so I drafted the quote from your template and attached it to the deal. The values match the deal amount and it is ready for your review.
Marcus
9:24 AM
Perfect, sending it over.
#
pipeline
Zaria
8:31 AM
Each Monday, list deals that stalled last week and suggest a next step for each.
Cerise
APP
8:32 AM
Here you go. Five deals had no activity last week. I listed each with its stage and value, and suggested a next step, mostly a check in call or a nudge on the open proposal.
Zaria
8:38 AM
Great, I will start on those.
#
activity
Vento
9:00 AM
Log this call on the right deal and set a follow-up for Friday.
Bunny
APP
9:02 AM
Logged. I added the call notes to the Acme renewal deal and set a follow up task for Friday morning so it stays on your radar.
Vento
9:05 AM
Thanks.
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