Create follow-up tasks for unviewed quotes assigned to owners
Create follow-up tasks for unviewed quotes assigned to owners
Quotes marked sent but not viewed leave reps without confirmation or next steps and stall deal momentum. Get follow-up tasks and SMS nudges so owners confirm receipt and re-engage prospects same day.
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Overview
Unviewed sent quotes create invisible work and stalled deals; this flow guarantees an owner-facing task and an SMS nudge so reps confirm receipt and take the next step. That means fewer stalled opportunities and same-day follow-up on at-risk quotes.