Keep sales reps updated with quote-sent CRM status

Sales reps miss follow-ups when admins send quote links in messages, letting deals slip and pipelines blur. Leads show 'quote sent' in CRM so reps see opportunity status and follow up promptly.

Overview

Missed quote notifications let competitors respond first and deals stall. This workflow keeps lead records marked 'quote sent' in your CRM so sales reps always know which opportunities need follow-up, eliminating manual guesswork and driving faster responses.

Notable Features

Mark CRM lead as quote-sent
Notify sales reps on status change
Record quote link in lead timeline