Add quoted contacts to CRM and apply follow-up tags
Add quoted contacts to CRM and apply follow-up tags
Your sent quotes don't always create CRM contacts or tags, leaving prospects unprioritized. It creates tagged contact records so campaign managers and sales can act same day.
Overview
When sent quotes don't translate into clean, segmented contacts, prospects get deprioritized and follow-up stalls. This flow captures quote-origin contacts, tags them by type, and delivers ready-to-act records so campaign managers and sales reps can prioritize outreach the same day.