Help marketing ops mark contacts when estimates open

Marketing ops miss priority leads when estimates open without tags. It updates or creates contacts and adds an 'estimate sent' tag so sales reps act much faster.

Overview

Missed 'estimate sent' tags let priority leads fall through the cracks and stall pipeline. This workflow keeps contact records current and flags every open proposal so sales reps see priorities and follow up faster, producing dramatically faster response times and far fewer missed follow-ups.

Notable Features

Create or update contact records
Tag contacts as estimate sent
Notify sales reps of priorities