Stop losing customer requests before the quote
A practical guide to capture the source, contact details, need and next action before a quote. Keep proposal status and the conversation history visible.
Turn every request into an actionable job record
A request is rarely lost because it never existed. It is lost when it remains in a message, call, or note with no owner and no next action. First centralize the source, contact details, address, need, the priority level defined by the team, and the date of the next follow-up. Only then prepare the quote. The record should retain the quote status and communication history; an accepted send event from a platform does not prove delivery to the recipient.
Keep the original source and context
Validate contact details before any send
Assign an owner and a next action
Distinguish draft, accepted send, delivery, and reply
Keep the quote and communication history in one record