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Create deal and schedule call for new quote

Create deal and schedule call for new quote

You get website quote requests that land without CRM context or owner assignment. The workflow logs the request, creates a CRM deal, notifies the regional owner, and schedules a call within 24 hours.

Create deal and schedule call for new quote

Overview

Website quote requests often arrive unassigned and slow down sales response; this flow captures each request, creates a CRM deal, notifies the correct regional owner, and schedules a call. That means reps receive assigned leads with context and a follow-up task within 24 hours.

Create deal and schedule call for new quote