Create sales opportunities from new quotes for follow-up
Create sales opportunities from new quotes for follow-up
Your new quotes arrive in the job system without CRM leads, leaving reps without site context for outreach. Add opportunity records with contact and expiry details so reps can follow up same day.
Overview
Untracked quotes create blind spots that slow follow-up and erode close rates. This flow captures quote and site details and creates CRM opportunities so reps have context and expiry dates for same-day outreach.