Send quote request alert to assigned account executive
Send quote request alert to assigned account executive
Your quote requests sometimes fail to notify the assigned rep, leaving triage and approvals delayed. The assigned AE gets a short email with request context and a CRM link so follow-up happens same day.
Overview
Quote requests that don't reach the owner stall deals and consume rep time. This flow delivers a concise, actionable email with request context and a CRM link within minutes so AEs can triage and respond same day.