CRM and inbox automation
How do I track which quotes are won, lost, and still open without updating a spreadsheet?
Store each quote as a tracked record with customer, owner, amount, date, status, and next action. Update status from the sales workflow and report directly from those records so the spreadsheet is no longer the separate tracker.
What to check
- Does every quote have an owner and status?
- Are win and loss reasons captured?
- Can reports read directly from the quote records?