Notify scoping team and mark projects needing quotes
Notify scoping team and mark projects needing quotes
Your project records hit a quote-required stage without scoping context, delaying estimates and delivery planning. Receive scoping alerts and set record flags so teams can act same day.
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Overview
When records hit quote-needed stages without scoping detail, estimators and PMs wait for clarifications and timelines slip. This flow flags the record and pings your scoping channel so teams get the full brief and can respond same day.