Move qualifying estimate cards to chasing list for sales
Move qualifying estimate cards to chasing list for sales
Your estimate cards on your estimating board miss pipeline routing, so priority bids can sit idle and outreach is delayed. This puts sales and estimating coordinators on notice to act same day.
Overview
Estimate opportunities that aren’t routed quickly tend to stall and lose momentum. This flow advances qualifying estimate cards to your sales chasing list automatically, giving sales and estimators clear prioritization so they can follow up same day.