Mark paid ad leads as quotable pending for sales
Mark paid ad leads as quotable pending for sales
New paid-ad leads lack a quotable flag, forcing quoting teams to triage leads manually and miss quick opportunities. Flag qualifying leads as quotable so sales can prioritize outreach same day.
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Overview
Manual triage of paid leads wastes quoting time and risks missed opportunities. By automatically flagging qualifying paid leads as quotable, your quoting coordinators and sales reps get a prioritized queue to act on the same day.