Mark quoted record for follow up and notify team
Mark quoted record for follow up and notify team
You lose momentum when quoted records lack scheduled follow-up, delaying outreach and decisioning. The flow marks records for follow-up and emails owners so outreach occurs within seven days.
Overview
When quotes sit idle a week, opportunities stall and reps lose momentum. This flow marks aged quotes for follow-up and emails owners so outreach happens within seven days, keeping pipeline movement predictable and actionable.