Portal

SalesOS

Sales Automations

Sales Automations

Search SOPs

S

Search SOPs

S

All

14:48

New Client Inquiry Submitted

04:14

New Client Inquiry Approval

04:40

Auto-Generate Client Proposal PDFs

02:57

Send Proposal PDF to Client

06:36

Auto-Generate Contract PDFs

03:52

Send Contract PDFs to Client

05:16

Auto-Generate Invoice Records

06:06

Send Stripe Invoice to Client

00:37

Stripe Invoice Paid

04:30

Client Deal Closed

All

14:48

New Client Inquiry Submitted

04:14

New Client Inquiry Approval

04:40

Auto-Generate Client Proposal PDFs

02:57

Send Proposal PDF to Client

06:36

Auto-Generate Contract PDFs

03:52

Send Contract PDFs to Client

05:16

Auto-Generate Invoice Records

06:06

Send Stripe Invoice to Client

00:37

Stripe Invoice Paid

04:30

Client Deal Closed

All

14:48

New Client Inquiry Submitted

04:14

New Client Inquiry Approval

04:40

Auto-Generate Client Proposal PDFs

02:57

Send Proposal PDF to Client

06:36

Auto-Generate Contract PDFs

03:52

Send Contract PDFs to Client

05:16

Auto-Generate Invoice Records

06:06

Send Stripe Invoice to Client

00:37

Stripe Invoice Paid

04:30

Client Deal Closed