Log new quote requests into a central tracking spreadsheet
Log new quote requests into a central tracking spreadsheet
Quote requests sit in saved CRM searches, leaving campaign managers without a single outreach view. Log each request to a central sheet so teams have searchable context and can act within minutes.
Overview
When quote requests remain hidden in saved CRM searches, campaign managers lose targeting context and miss outreach windows. This flow consolidates requests into a single, searchable sheet and surfaces a headline KPI in BI so marketing can act within minutes.