Create opportunity from verified web quote request and email
Create opportunity from verified web quote request and email
You get web EV quote submissions without structured lead records, leaving reps without pricing context. Add complete opportunities and send the prospect a branded quote email same day.
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Overview
Web quote forms often arrive as unstructured messages, leaving reps guessing about installation details; this workflow captures each submission as a CRM opportunity and sends a branded quote email the same day. That ensures estimators have full context for pricing and prospects receive prompt acknowledgement.