Keep project managers converting quotes near event dates
Keep project managers converting quotes near event dates
Project managers watch quotes reach 90-day-to-event and go uncontacted, causing booking gaps. It notifies customers and assigns quotes to sales reps so follow-up happens before the event.
Overview
Uncontacted quotes create booking gaps and stalled sales. This workflow triggers reminders at the 90-day mark and routes ownership to sales reps, eliminating manual chase and ensuring follow-up before the event so quotes convert.
Notable Features
- Notify customers when quotes age
- Flag and assign quotes to reps
- Log activity and update CRM