Create quote subtask from property task with checklist
Create quote subtask from property task with checklist
Your property tasks often miss a quote work item, leaving quote work untracked and reps hunting for details. Quotes are ready same day by creating a quote subtask with checklist and owner.
Overview
Manual creation of quote work slows coordinators and leaves quotes unfinished. This flow auto-generates a checklisted quote subtask and assigns ownership within minutes, cutting handoffs and getting quotes ready same day.