Send quote request email to new owner for opportunity task
Send quote request email to new owner for opportunity task
Your opportunity tasks lose context when ownership changes, leaving assignees without quote instructions. The new owner receives a templated quote request email so estimates start same day.
Overview
When task ownership changes, quote work can fall through the cracks and delay customer estimates. This workflow emails the new owner with opportunity details and a templated quote request so quoting begins same day and deadlines are met.