Keep project managers informed of web chat price requests
Keep project managers informed of web chat price requests
Project managers miss web chat price requests in their inboxes, causing delayed follow-up. Updated inquiry rows ensure sales reps have timestamped records so follow-up starts quickly.
Overview
When web chat price requests get buried, follow-ups stall and qualification windows close. This workflow turns every chat into a timestamped tracking row so project managers and sales reps start follow-up faster and pipeline accuracy improves.
Notable Features
- Capture chat price request details
- Update inquiry tracking sheet rows
- Notify sales reps with timestamps