Business owners update enquiry status when quotes are sent

Business owners see enquiry records go stale after quotes are sent, causing missed follow-ups. Update enquiry status to 'Quote sent' in your CRM so sales reps prioritize follow-up.

Overview

Outdated enquiry status lets follow-ups slip and deals stall, putting revenue at risk. Keep enquiry records updated to 'Quote sent' as quotes go out, so sales reps prioritize the right opportunities and avoid missed follow-ups. The result is clearer pipeline visibility and dramatically faster response times.

Notable Features

Mark enquiries as quote sent
Notify sales reps of quoted enquiries
Add audit note to enquiry record