Create CRM activity for pricing download from prospect
Create CRM activity for pricing download from prospect
Pricing downloads aren't attached to contacts, leaving reps without engagement context for follow-up. Add a dated activity to the contact so reps see engagement and act within minutes.
Overview
Prospect activity on pricing is a prime follow-up signal but often isn't logged to contacts. This flow writes a dated activity to the contact when a pricing doc is opened and flags missing contacts to ops, so reps gain context and can act within minutes.