Auto Unsuccessful Quotes
Not all quotes are accepted, so it’s best to update stale Quotes to Unsuccessful, to ensure recent and viable leads don’t get lost. To help with this, the Quote Follow Up automation can now automatically update old Quotes to Unsuccessful for you.
Auto Revive Quotes
For stale quotes automatically updated to Unsuccessful, if the customer ends up responding weeks or months later, the job will automatically revive and revert back to a Quote, and surface in your Action Required list.
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