Notify sales closers when offer ranges are submitted

Sales closers miss offers when appointment rows flip to 'SENT', costing deal momentum. It creates CRM notes with offer ranges and context so closers prioritize outreach, avoiding missed opportunities.

Overview

Missed offer notifications cost pipeline momentum and give competitors the first response. This workflow captures the offer range the moment an appointment row flips to 'SENT', creating a standardized CRM note and notifying closers so they can prioritize outreach. The result: faster, focused follow-up and far fewer missed opportunities.

Notable Features

Create standardized CRM note entries
Attach submitted offer range
Notify closers with contextual details