Notify crew when sales quote advances to approved stage
Notify crew when sales quote advances to approved stage
Your opportunities moving to Approved leave schedulers without timely context for upcoming installs or inspections. Get approval notices in your team channel so crews can mobilize same day.
Overview
Approved quotes that don't reach ops instantly cause scheduling friction and idle crews. Route every approved opportunity into your operations channel so schedulers see context immediately and crews can mobilize same day.