Update estimate stage and follow up with customers
Update estimate stage and follow up with customers
Your emailed estimates lack CRM stage updates, leaving pipeline status unclear and bookings delayed. Keeps boxes updated and sends follow-ups so customers hear back within 24 hours.
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Overview
Estimate emails that aren't logged keep your pipeline inaccurate and stall bookings; this flow fixes that by attaching the email thread and moving the deal into the sent stage. It also sends a follow-up after 24 hours so owners and schedulers see accurate stages and customers get timely next-step outreach.