Move proposal card to hot leads and tag client
Move proposal card to hot leads and tag client
Your sent quotes aren't reflected on the sales board, so reps and owners lack visibility into opportunities and timing. Keep pipeline status updated so reps can act on hot leads the same day.
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Overview
Quotes that don't change pipeline state leave reps guessing and delay outreach. This flow moves the opportunity into your hot leads list, flags the client record, and leaves context so reps can act the same day. You'll get predictable handoffs and faster follow-ups without manual updates.