Business owners keep sales pipeline updated after quotes

Business owners miss deals when sent quotes aren't tracked on opportunity boards. This updates opportunity status and client tags when quotes go out, so reps prioritize proposals and follow up faster.

Overview

Untracked quotes leave business owners guessing about pipeline accuracy and cost opportunities in the forecast. This workflow keeps opportunity boards and client tags current when proposals are sent, so reps prioritize negotiations and response times drop dramatically.

Notable Features

Update opportunity status when quotes sent
Tag clients with quote sent
Move opportunities to negotiation list