For mechanical engineering owners: keep referrals marked qualified

Mechanical engineering owners lose momentum when estimates leave referrals pending. This flow marks referrals Qualified after estimate changes so sales and referral coordinators start follow-up promptly.

Overview

Pending referrals after estimate changes create stalled outreach and lost momentum for small mechanical engineering firms. This workflow flips referrals to Qualified and notifies the right people, ensuring follow-up starts promptly and no referral slips through the pipeline.

Notable Features

Mark referral records as Qualified
Notify sales and referral coordinators
Prevent pending referrals from aging