Create hot quote company association for contact records
Create hot quote company association for contact records
Your hot-quote contact flags lack company context, leaving agents unable to prioritize outreach. Linking flagged contacts to company records gives agents immediate business context for same-day follow-up.
Overview
Hot-quote contacts only help if agents see company context right away; missing that context delays outreach and conversion. This flow links flagged contacts to their company records so agents get business context and can act within hours.