Create sales deal and call task from site request
Create sales deal and call task from site request
Your website quote requests arrive without a sales record or follow-up, delaying outreach and losing momentum. Create a deal, log contact, and schedule a call so reps reach prospects within 24 hours.
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Overview
When website quote requests don't land in CRM, reps miss windows and response momentum slips. This flow turns every site request into a tracked deal with an owner and a 24‑hour call task, so prospects are contacted within 24 hours and marketing ops gain consistent reporting.