Create quote request case from individual product pages
Create quote request case from individual product pages
Your product-page quote requests arrive untriaged, leaving sales without prospect or product context for quoting. The workflow creates CRM cases so quoting coordinators can start estimates same day.
Overview
Quote requests from product pages need full prospect and product context for timely response. This flow converts each qualifying submission into a CRM case with mapped firmographics and product details so quoting teams can begin estimates the same day.