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Create contact and opportunity when quote is sent

Create contact and opportunity when quote is sent

Your sent quotes often leave prospects untracked, causing missed follow-ups and unclear pipeline context for sales reps. Reps can follow up the same day with complete contact and opportunity context.

Create contact and opportunity when quote is sent

Overview

When a service quote goes out, the prospect should immediately appear in your CRM with pipeline context so reps know who to call and what to say. This workflow captures the quote, creates or updates the contact and opportunity, and tags the record so reps can act the same day.

Create contact and opportunity when quote is sent