Update deal quote turnaround time on CRM record
Update deal quote turnaround time on CRM record
Your quote timing is disconnected from bookings, leaving sales reps and estimators unable to prioritize follow-ups or spot delays. Gain visibility into turnaround and act same day.
Overview
Untracked quote timing lets good opportunities stall and makes it hard for reps to prioritize. This workflow writes the days between booking and quote to the deal so managers can spot slow quotes and reassign or escalate within a day.