Send rep follow-up message for new quote rows
Send rep follow-up message for new quote rows
Your quote tracker rows can hide deals completed outside the pilot, leaving pilot coordinators without rep feedback. Receive a context-rich direct message so teams can request input within minutes.
Overview
Deals entered outside the pilot often leave product teams without usable rep feedback, slowing improvements. This flow automatically finds the matching log row and nudges the assigned rep with context so pilot coordinators collect input and iterate on quoting within minutes.