Update quote request after sent email and notify team
Update quote request after sent email and notify team
Your sent quote emails aren't tracked against the quote request, so reps miss context for follow-up. It marks the request as sent and notifies your team so follow-ups happen same day.
Workflow preview:
Zap details:
Overview
If sent quotes aren’t recorded, reps waste time hunting down status and next steps. This workflow marks quote requests as sent and alerts the sales team so follow-ups happen same day and pipeline accuracy improves.