Update quote tracker row when quote is sent
Update quote tracker row when quote is sent
Your quotes spreadsheet falls out of date when sent quotes aren't recorded, causing missed follow-ups and confused support handoffs. Keep quote rows current so support can prioritize outreach same day.
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Overview
When sent quotes aren't reflected in your operations tracker, support misses outreach and customer response times degrade. This workflow writes formatted sent dates and client details into the quotes worksheet so support ops can prioritize follow-up and close gaps same day.