Create sales lead and deal from quotation email
Create sales lead and deal from quotation email
Your quotation emails lack structured CRM records, leaving reps without contact context for proposals. Capture leads and create deals so reps can follow up the same day.
Overview
Stop proposals from sitting anonymous in your shared inbox — this captures quote emails directly into CRM as people, deals, and notes so reps have proposal context. That means follow-up and ownership happen the same day, cutting manual triage.