Get control on your closing stage
Proposify is the online software that allows companies to create branded proposals and gain visibility into the most important step of their sales process-- closing deals.
Get faster sign-off with Proposify's online signatures and noCRM's sales-focused lead management tool integration.
- Move lead to the next step when a proposal is accepted
- Send leads proposals from Proposify directly in noCRM
Try Proposify for free
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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.
