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Add updated quote rows to call tracker and texting list

Your quote updates sit in one sheet and require manual copying, delaying outreach. This consolidates updated quote rows into outreach trackers so agents can call same day.

Add updated quote rows to call tracker and texting list

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Overview

Stop letting updated quotes sit idle in a master sheet and force agents to copy data manually. This flow routes updated quote rows straight into call and texting trackers so outreach teams can respond same day and avoid expired offers.

Add updated quote rows to call tracker and texting list