Business owners generate draft quotes when lead status changes
Business owners generate draft quotes when lead status changes
Business owners miss prospects when 'Send to Master?' updates are overlooked, causing proposals to stall. It creates draft quote emails from the row change so reps can review and send quickly.
Overview
Leads marked 'Send to Master?' can go cold when updates are missed, putting deals at risk. This workflow converts that status change into a ready-to-send, personalized quote draft and alerts the assigned rep, ensuring faster follow-up and zero missed proposals.
Notable Features
- Create personalized email drafts
- Pull quote details from lead row
- Notify sales reps for review