Quote follow-up
Reminds you to follow up on sent quotes.
Edit automation
Active Demo
Automation definition
Trigger
Quote sent · wait 2 days
Condition
Quote not accepted or declined
Action
Create follow-up task
Schedule
Weekdays 09:00
If a sent quote has no response after 2 business days, create a follow-up task for its preparer.
Results
1 follow-up task created. (Today at 09:00, demo simulation)
Last run
Today at 09:00
StatusCompleted
Result
Activity history
TodayCompleted
No scraped real data or automatic unsolicited email. Results require review.