Create follow-up task one week after quote sent

When quotes in your job system are marked sent to clients, follow-up can slip and revenue conversations stall. Create a one-week follow-up task so coordinators reach prospects within seven days.

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Overview

Quotes marked sent can easily slip from view; this creates a one-week follow-up task tied to the original job so coordinators reconnect with prospects before conversations go cold. The team gets a clear owner, visible due date, and parent task status update within seven days.