Create follow-up calendar event after estimate is emailed
Create follow-up calendar event after estimate is emailed
Emailed estimates lack scheduled follow-ups, leaving reps and billing unsure if customers opened proposals. It creates a calendar follow-up one day later so you confirm receipt within 24 hours.
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Overview
When an estimate is emailed, you need a reliable, timely touchpoint so prospects don't slip through the cracks. This flow auto-schedules a one-day follow-up event and tags it for triage, so reps and billing can confirm receipt within 24 hours and act faster.