Update case record and tag quote follow-up sent
Update case record and tag quote follow-up sent
You lack visible status for first quote follow-ups on cases and deals, so reps may duplicate outreach or miss next steps. Keep Case and deal records updated so account managers see follow-up status same day.
Overview
When quote follow-ups aren't recorded in CRM, reps can duplicate outreach and prospects get a fractured experience. This flow updates Case and deal records automatically so account managers see follow-up status and avoid duplicate outreach the same day.