Generate proposal and update lead record for review
Generate proposal and update lead record for review
Your new lead records arrive without a ready budget, leaving you unsure when to engage and delaying proposals. Add an AI quote to the lead and notify staff so proposals are reviewable same day.
Overview
Leads stall when a proposal isn't ready; that costs time and momentum. This workflow generates an AI-backed quote, writes it into the lead record, and pings your team so proposals are reviewable the same day.