Create follow-up call task when quote is viewed by prospect

Your quote view events leave agents without a clear next step, so deals stall after prospects review pricing. Get a prioritized follow-up task and text alert within one hour.

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Overview

When a prospect opens a quote, momentum can evaporate if reps don't act immediately; missed follow-ups cost closeable windows. This flow creates a timed call activity and sends an SMS alert to the deal owner so outreach happens within one hour.