Business owners: flag deals that need formal quotations now

Business owners see deals stall when quotes go uncreated, risking lost revenue. Flagging deals as 'Create quotation' so sales reps prioritize quotes and move deals toward billing.

Overview

Deals stall and billing gets delayed when quotations aren't created; that risks revenue and distracts owners. This workflow flags qualifying deals as 'Create quotation', routes tasks to the right rep, and keeps pipeline activity moving toward billing with clearer audit trails.

Notable Features

Flag deals for quotation review
Set deal status to Create Quotation
Notify sales reps of flagged deals