Move 7-day no-quote deals to follow-up stage for owners

Your deals after client visits lack a sent quote and leave reps unsure, causing stalled opportunities. Owners get clear next steps and deals move into the right stage during the daily run.

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Overview

When quotes aren't tracked after site visits, opportunities stall and reps waste time finding what to do next. This flow moves those deals into a follow-up stage and creates owner activities during the daily run, so owners receive clear next steps the next business day.