Skip to content

Create follow-up task for estimate-stage open deals assigned to owner

Deals in the Estimate Sent stage often stall after the initial follow-up is completed, leaving reps without a clear next contact. This creates a timed follow-up task for the deal owner so outreach happens within nine business days.

Create follow-up task for estimate-stage open deals assigned to owner

Create follow-up task for estimate-stage open deals assigned to owner