Create alert for hot proposal views to reps
Create alert for hot proposal views to reps
Your proposal view activity isn't surfaced, so high-value estimates sit unaddressed and follow-up stalls. Get immediate, prioritized alerts so your estimators contact interested prospects same day.
Overview
When prospects pore over an estimate, fast outreach wins the job; unprioritized views let opportunities slip away. This flow alerts your owner and estimators immediately so high-intent leads are contacted same day and response windows shrink.