Keep estimating and inside sales informed on deal changes

Directors of estimating and inside sales miss deal updates when owner changes go unnoticed, causing delayed estimates and stalled handoffs. Automatically add followers on owner change so stakeholders act quickly and coordinate next steps.

Overview

Missed owner changes in printing deals delay estimates and push jobs off schedule, threatening on-time delivery and margins. This workflow automatically adds followers and notifies estimators and inside sales so updates are seen and acted on quickly, enabling faster handoffs and preventing missed follow-ups.

Notable Features

Add designated followers on owner change
Filter owner changes for specified users
Notify reps and estimators instantly