Keep engineers' client database updated from new quotes

Engineers face quotes missing customer contact and address, causing ops and sales to miss follow-ups. Create client records as quotes arrive, ensuring ops and sales have complete info for follow-up.

Overview

Missing contact or address data on new quotes causes booking delays and extra firefighting for ops and sales. This workflow makes client records appear in your database as quotes are created, giving ops and sales accurate contact and location info so follow-ups happen reliably and records stay clean.

Notable Features

Create client records on quote
Populate contact and location fields
Alert ops and sales for follow-up