Add sent quotes to lead queue and notify team

Your sent quotes lack a central lead record, leaving reps without context for timely outreach. Capture quote details and ping the sales channel so follow-up happens same day.

Overview

Quotes often leave reps without the context they need to follow up, so opportunities cool off. Capture quote details into your lead system and push a concise message to the sales channel so reps can respond within minutes and drive same-day bookings.