Create quote records from sent sales emails into tracker
Create quote records from sent sales emails into tracker
Your sent quote emails aren't tracked as leads, so follow-ups slip and pipeline visibility suffers. Capture quote numbers into lead records so reps act the same day.
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Overview
When sent quotes live only in inboxes, reps miss context and follow-ups slip. This flow captures quote numbers from sent messages, creates or updates lead records, and gives reps the context they need to act the same day.