Business owners: flag contacts when a sample is ordered
Business owners: flag contacts when a sample is ordered
Business owners miss sample orders buried in sales feeds, causing reps to miss follow-ups. This flags contacts when an order includes a sample so reps can prioritize and qualify requests.
Overview
Unflagged sample orders cause sales reps to miss high-intent prospects and let opportunities cool. This workflow surfaces sample orders on the contact record and notifies the assigned rep so response times drop and missed sample follow-ups are eliminated.
Notable Features
- Flag contact records for samples
- Notify assigned reps of samples
- Prioritize sample leads in CRM