Send warm concession email and update lead record

Your lead records lack a tracked outreach and deadline, so price concessions go unanswered and quotes lapse. Send the offer and set a follow-up date so reps can close offers same day.

Overview

Leads offered a limited-time concession need a clear deadline and recorded outreach, otherwise quotes go cold. This flow updates the lead, sets a follow-up date, and sends a tailored concession email so reps can convert offers same day.