Create deals from flagged SQL quotes for follow-up

Your flagged SQL quotes aren't tracked as CRM deals, so reps miss chase context. It creates CRM deals and sets chase activities so reps and marketing ops have follow-up records by next business day.

Create deals from flagged SQL quotes for follow-up

Overview

Flagged quote rows that never become CRM deals leave reps without assigned work and make attribution impossible. This flow converts those rows into tracked deals with scheduled chase activities so reps get assigned next steps and marketing ops see deal links ahead of the next business day.

Create deals from flagged SQL quotes for follow-up