Microsoft Excel + Roofr
Manage lost Roofr proposals by adding rows in Microsoft Excel
When a proposal is lost in Roofr, streamline your follow-up process with this workflow. As things change in Roofr, a new row gets added in your Microsoft Excel spreadsheet, ensuring that your records stay updated in real time. This automated process saves you manual effort and ensures consistent tracking of lost proposals, bolstering your efficiency and accuracy.
When a proposal is lost in Roofr, streamline your follow-up process with this workflow. As things change in Roofr, a new row gets added in your Microsoft Excel spreadsheet, ensuring that your records stay updated in real time. This automated process saves you manual effort and ensures consistent tracking of lost proposals, bolstering your efficiency and accuracy.
- When this happens...Proposal Lost
Triggers when a proposal is moved to lost by a user.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
