Update follow-up rows from web chat price requests
Update follow-up rows from web chat price requests
Your web chat price requests arrive without organized tracking, causing delays in quoting and missed follow-ups. Keep follow-up rows current so coordinators can send quotes the same day.
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Overview
When web chat pricing requests land without a single source of truth, quotes get delayed and coordinators scramble. This flow writes incoming request details back into your follow-up worksheet so project coordinators have up-to-date context and can send quotes the same day.