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In this tutorial, the speaker explains their process for sending proposals using a Salesforce database tailored for sports projects. They outline their workflow, starting with identifying opportunities that include project numbers and square footage. The speaker demonstrates how to create a proposal by copying the opportunity name, entering it into a document, and preparing a proposal template, despite not having a pre-designed template. They emphasize the manual nature of the process, as it involves considerable copying and pasting of account names and amounts, specifically noting an example where the amount is set at $10,000. The focus is on streamlining this documentation process.
