For civil engineers: keep bids updated in CRM
For civil engineers: keep bids updated in CRM
Civil engineers miss deal stage updates when estimates are emailed, causing stalled follow-ups and fuzzy forecasts. It marks deals as Bid Sent in your CRM so sales focus on outreach.
Overview
Estimates that don't update the CRM leave deals stuck and follow-ups stalled, undermining forecasts. This workflow moves sent estimates to the Bid Sent stage so sales has clear priorities, faster follow-ups, and cleaner forecasting.
Notable Features
- Mark deals as Bid Sent
- Notify sales reps on change
- Prevent stalled follow-ups and gaps