Send quoting started email to assigned deal owner
Send quoting started email to assigned deal owner
Your deals moving to the quoting stage lack owner visibility, delaying proposal reviews and costing days in turnaround. Gain immediate owner context and proposal links so reviews start same day.
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Overview
When a deal moves to quoting, reps need immediate context and a clear link to act; otherwise proposals sit idle and timelines slip. This flow emails the assigned owner and logs a CRM note so reviews and handoffs start same day.