Keep your pipeline moving when proposals are accepted
Connect Proposify with noCRM to reflect proposal progress in your sales pipeline and move leads to the appropriate step when a proposal is accepted.
- Move a lead to the next step when a proposal is accepted
- Send leads proposals from Proposify directly in noCRM

Implementation guides
How to: Change lead step when a proposal is accepted
Add leads to the right pipeline step once your trigger is set off. When a Proposify proposal has been won, automatically move the lead to the step of your choice.










