Update deal quote links from channel messages for presales
Update deal quote links from channel messages for presales
Your presales channel messages often omit deal links, leaving quoting documents untracked and slowing proposal work. Attach quoting references to deals so presales managers can follow up same day.
Overview
When presales chat messages omit quote links, reps waste time chasing attachments and deals stall. This flow extracts quoting references and updates the deal record so account executives have documents at hand. That keeps proposals ready for same-day follow-up.