An action queue
Review proposals that need attention or are waiting.
Keep the next conversation on your list.
Organise your proposal follow-up
Review proposals that need attention or are waiting.
Check status, views and client feedback before reaching out.
Prepare and review a message beside the proposal.
Update the action and manage the deal stage after a conversation.
Review the queue in Deals.
Read the activity and feedback.
Choose a clear question and review the email.
Update the action and decide what comes next.
Keep outstanding actions together.
Ask about a decision, question or next step.
Return to the proposal and its recent activity.