Add quoted prospect to CRM and phone system
Add quoted prospect to CRM and phone system
Your sent quotes aren't added to CRM or phone records, leaving reps without contact context for outreach. Add the contact and phone record automatically so reps can follow up the same day.
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Overview
When quotes leave your quoting tool without being captured, reps lack the contact context needed to follow up and deals cool off. This flow captures quote recipients into your CRM and phone system, tags them, and puts them in reps' queues so outreach can happen the same day.