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The tutorial outlines a process for sending proposals using a Salesforce database. The speaker demonstrates how to manage project opportunities by referencing a number, square footage, or amounts associated with each project. They explain the steps for creating a proposal by copying the opportunity name and preparing a document for a partner. Although the process is somewhat manual, they aim to streamline it. The speaker emphasizes the importance of copying and pasting key information, including the account name, to efficiently save the document and manage the proposal effectively. Overall, the focus is on organizing and generating proposals within the Salesforce system.
