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Keep project managers updated when estimates are accepted

Keep project managers updated when estimates are accepted

Project managers miss contacts and estimate totals, creating scheduling gaps. This workflow ensures project managers begin setup and billing without missing details.

Keep project managers updated when estimates are accepted

Overview

Accepted estimates that don't reach the CRM create scheduling and billing gaps for project managers. This workflow captures accepted estimates and upserts contact and estimate details so project setup and invoicing start without missing information. The result is fewer manual handoffs and far fewer missed follow-ups at kickoff.

Notable Features

  • Create or update contact records
  • Attach estimate totals to record
  • Notify project managers instantly

Keep project managers updated when estimates are accepted