Update deal and start outreach for quote requests
Update deal and start outreach for quote requests
You miss revenue context when quote requests don't update deals with amounts and SKUs, leaving reps unprepared. The workflow records the quote, updates the deal, and starts outreach so reps engage within minutes.
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Overview
Unstructured quote requests force reps to chase SKUs and pricing, slowing response and risking lost momentum. This flow extracts SKUs, applies pricing, updates the CRM deal, and launches outreach so reps can engage prospects within minutes.