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The tutorial details a process for sending proposals using a Salesforce database. The presenter demonstrates how to manage opportunities, including tracking projects with associated numbers and square footage. The steps include copying the opportunity name to create a proposal document, using a manual process alongside some automated elements. The presenter mentions saving the document with a specific financial figure, indicating that the task primarily involves copying and pasting information, such as account names, to streamline the proposal creation. This outlines a systematic approach to efficient proposal management, even though some steps are still manual.
