Mark sent quote as primary deal for follow-up
Mark sent quote as primary deal for follow-up
Your sent quotes lack a clear primary deal, so reps miss priority outreach and follow-up slips. Flagging the primary deal and linking the buyer contact speeds rep outreach and starts nurture same day.
Overview
When sent proposals don't surface in your CRM, reps delay outreach and nurture never starts. This flow flags a sent quote as the primary deal and links the buyer contact so reps and marketers can act the same day.