Notify sales reps when offers view receives inquiries

Sales reps overlook offers-view inquiries, causing leads to age and risk losing deals. Immediate alerts ensure assigned reps respond promptly so opportunities aren't missed.

Overview

Unseen inquiries in the offers view let competitors win deals and make forecasts unreliable. This workflow routes every new inquiry to the assigned sales rep and ensures a CRM record is created or updated, so response times drop and follow-ups happen consistently.

Notable Features

Notify assigned reps instantly
Create or update CRM lead
Route inquiries to assigned owner