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.
Workflow preview:
Zap details:
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.