Engineering: keep seven-day open estimates flagged for sales reps

Sales reps miss seven-day open estimates, risking stalled deals and lost revenue. Engineering triggers update/create of CRM contacts so reps see flagged prospects and act before opportunities lapse.

Overview

Open estimates left unaddressed stall pipeline and put revenue at risk. This workflow lets engineering deliver a reliable trigger that tags or creates CRM contacts for seven-day open estimates so sales reps see prioritized leads and follow up, driving faster response times and far fewer missed opportunities.

Notable Features

Flag seven-day estimates in CRM
Create or update contact records
Notify sales reps to prioritize follow-up