Keep marketing growth leaders informed when prospects view quotes

Sales reps miss warm prospects when quote views go unrecorded, causing follow-ups to lag and deals to stall. Mark deals as 'Customer Viewed Quote' so reps prioritize outreach while interest is high.

Overview

Marketing and advertising firms lose pipeline momentum when quote engagement goes unnoticed. This workflow updates deal records to 'Customer Viewed Quote' and alerts reps so outreach happens while interest is high. Customers report shorter follow-up cycles and far fewer missed quote views.

Notable Features

Mark deal as customer viewed
Notify assigned sales rep
Create follow-up task for reps