Update deal with returned estimate and notify owner
Update deal with returned estimate and notify owner
When estimate-profile tickets close, your deals often lack the returned form link and context for billing or handoff. The workflow updates the deal and alerts the owner so work continues same day.
Workflow preview:
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Overview
Estimate-profile returns must live on the deal record or follow-ups stall and billing slips. Keep the deal updated and ping the owner automatically so account managers can act within minutes and close the loop same day.