Add estimating inquiry emails to estimating database sheet
Add estimating inquiry emails to estimating database sheet
You get estimating inquiry emails with contact and thread details buried in your inbox, delaying quotes and follow-up. Capture and log each inquiry so estimators and BD can triage and quote same day.
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Overview
Inbound estimating emails often sit unlogged, delaying quotes and costing opportunities. This flow captures each inquiry into your estimating database and surfaces new leads so estimators can triage and issue quotes the same day.