Move quote-sent project card to follow-up list now
Move quote-sent project card to follow-up list now
You miss timely client follow-up when quote-stage projects sit in an inactive list awaiting scheduling. Get the project card moved and due date set so coordinators act within two days.
Overview
When quotes are marked sent, projects can silently slip out of the active queue and client follow-up is delayed. This flow moves the project card, sets a two-day follow-up due date, and puts delivery coordinators on next actions the same day.