For travel operators: Attach raw price offers as deal notes
For travel operators: Attach raw price offers as deal notes
IT directors at travel operators risk lost bookings when sales reps miss raw price offers on deal records. Create formatted deal notes from raw price fields so reps see pricing context and act.
Overview
Pricing buried in raw fields costs bookings when reps follow up without clear offers. This workflow converts raw price offers into formatted deal notes and notifies reps, ensuring pricing context is visible and missed follow-ups are minimized.
Notable Features
- Convert raw price offers to notes
- Attach formatted notes to deal records
- Notify assigned sales rep on update