Keep project managers informed when prospects click quotes
Keep project managers informed when prospects click quotes
Project managers see prospect quote clicks go untracked, causing opportunities to stall and reps to miss engaged leads. It updates opportunity stages so reps prioritize follow-up.
Overview
Project managers lose visibility when quote clicks don't update opportunity stages, letting deals stall and reps miss engaged prospects. This workflow moves clicked prospects into the correct pipeline stage and notifies assigned reps, producing faster handoffs and zero missed follow-ups.
Notable Features
- Move clicked prospects to stage
- Notify assigned sales reps
- Record click activity on opportunity