Set 1st follow-up date for deals after quote sent

Your quoted deals lack next-contact dates, so reps miss timely follow-ups and bookings slip. Keep outreach predictable and on time by setting the first follow-up date three days after quote.

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Overview

When quotes go out without a scheduled next-contact, opportunities cool and bookings can be lost during busy event windows. This workflow writes a first follow-up date three days after a quote, giving your reps a clear outreach window and helping secure bookings within the week.