Send approved quote leads to CRM and mark sheet
Send approved quote leads to CRM and mark sheet
Your approved quote sheet leaves new clients uncontacted when rows aren't processed, delaying onboarding. It sends each approved quote to your CRM and updates the sheet so reps can act within an hour.
Overview
When approved quotes sit in a sheet, reps miss critical outreach windows and onboarding stalls. This flow converts approved rows into CRM leads and marks the sheet so sales operations and account managers can act within an hour, ensuring timely follow-up.