Quote follow-up

1. Read the contact list.
2. Standardise names, phone numbers and emails.
3. Find likely duplicate contacts.
4. A person approves each merge.

Needs from you: Contact list.

What it needs connected: CRM export file.

Where a person is designed to decide: A person approves each merge.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: WhatsApp, DPDP.

1. Read each new enquiry.
2. Score it against the buyer you want.
3. Suggest the next step and who should take it.
4. A person decides which leads to pursue.

Needs from you: New enquiries; A short description of your best-fit customer.

What it needs connected: Enquiry inbox or form.

Where a person is designed to decide: A person decides which leads to pursue.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: WhatsApp, Hindi and regional.

1. Read the leads and deals.
2. Group them by source.
3. Write the report with the clearest differences first.

Needs from you: Lead and deal records.

What it needs connected: CRM export file.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.