Add a viewed quote activity note to opportunity
Add a viewed quote activity note to opportunity
When customers open your quote pages, reps lack visibility into who engaged and when, causing missed follow-ups. Capture view context so your team can act with awareness within minutes.
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Overview
When a prospect opens a quote, the moment to re-engage is short and often missed. This flow writes a view note directly onto the deal so account managers see engagement context and can act within minutes.