Keep quotes sheet current for operations when deals arrive

Operations coordinators lose time when incoming-enquiry deals sit in CRM, causing scheduling delays and technician idle time. Keeping the quotes sheet current so ops start prep quickly.

Overview

Missed handoffs between sales and operations create scheduling bottlenecks and idle technicians. This workflow writes incoming-enquiry deals directly into your quotes sheet and notifies ops, preventing quote preparation delays and enabling faster handoffs.

Notable Features

Add new incoming deals as rows
Notify operations when enquiries arrive
Populate scheduling fields for technicians