Business owners attach kitchen photos to matching deals
Business owners attach kitchen photos to matching deals
Business owners find kitchen photo uploads unlinked to deals, causing sales reps to quote without visual context and risking inaccurate estimates. It pins photos to deals so reps see visual context for faster, accurate follow-up.
Overview
Unlinked kitchen photos force reps to estimate blind, risking inaccurate quotes and lost sales. This workflow ensures every photo and customer instruction lands on the correct deal so reps always have visual context and can follow up faster, eliminating missed context and reducing quote delays.
Notable Features
- Attach photos to matching deal
- Format customer notes into deal note
- Notify assigned sales rep