Prevent missed branch quote follow-ups for operations coordinators

Operations coordinators miss branch quote follow-ups, creating frustrated requesters and unattended leads. Branch alerts plus follow-up tasks ensure staff reach requesters within required windows.

Overview

Missed branch follow-ups turn quote requests into lost opportunities and unhappy requesters. This workflow routes each submission to the right branch, creates a follow-up task, and drives faster handoffs so local staff reach requesters within required response windows.

Notable Features

Send branch-specific notification emails
Create follow-up tasks for branches
Assign request to local coordinator