Create contract link and update lead with quote details
Create contract link and update lead with quote details
Your GL+IM quotes don't include a single contract link, so reps can't access proposals quickly on calls. Add a short proposal URL and quote summary to the lead so reps have materials ready same day.
Overview
When GL+IM quote activities don't create a single accessible proposal, reps waste time assembling details and miss quick follow-up windows. This flow creates a short proposal URL and writes a formatted quote note to the lead so reps have everything ready same day.